Walkner Condon Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,590
| Closed | -$202K | – | 295 |
|
|
2024
Q4 | $202K | Sell |
8,590
-1,017
| -11% | -$23.9K | 0.04% | 270 |
|
|
2024
Q3 | $231K | Sell |
9,607
-240
| -2% | -$5.77K | 0.05% | 248 |
|
|
2024
Q2 | $229K | Buy |
9,847
+302
| +3% | +$7.02K | 0.05% | 230 |
|
|
2024
Q1 | $224K | Buy |
9,545
+175
| +2% | +$4.11K | 0.05% | 249 |
|
|
2023
Q4 | $219K | Buy |
+9,370
| New | +$219K | 0.05% | 245 |
|