USAdvisors Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,736
| Closed | -$202K | – | 135 |
|
|
2024
Q2 | $202K | Buy |
+8,736
| New | +$202K | 0.07% | 117 |
|
|
2024
Q1 | – | Sell |
-29,964
| Closed | -$671K | – | 141 |
|
|
2023
Q4 | $671K | Hold |
29,964
| – | – | 0.28% | 71 |
|
|
2023
Q3 | $671K | Sell |
29,964
-469
| -2% | -$10.5K | 0.3% | 71 |
|
|
2023
Q2 | $690K | Buy |
30,433
+688
| +2% | +$15.6K | 0.33% | 70 |
|
|
2023
Q1 | $684K | Buy |
29,745
+6,471
| +28% | +$149K | 0.33% | 72 |
|
|
2022
Q4 | $520K | Buy |
23,274
+451
| +2% | +$10.1K | 0.25% | 79 |
|
|
2022
Q3 | $498K | Buy |
22,823
+536
| +2% | +$11.7K | 0.26% | 78 |
|
|
2022
Q2 | $500K | Buy |
22,287
+318
| +1% | +$7.13K | 0.25% | 79 |
|
|
2022
Q1 | $551K | Sell |
21,969
-10,183
| -32% | -$255K | 0.24% | 80 |
|
|
2021
Q4 | $854K | Buy |
32,152
+1,416
| +5% | +$37.6K | 0.35% | 62 |
|
|
2021
Q3 | $823K | Buy |
30,736
+1,561
| +5% | +$41.8K | 0.36% | 60 |
|
|
2021
Q2 | $784K | Buy |
29,175
+5,872
| +25% | +$158K | 0.43% | 56 |
|
|
2021
Q1 | $619K | Buy |
+23,303
| New | +$619K | 0.3% | 66 |
|