WealthPLAN Partners’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 |
-26,814
| Closed | -$623K | – | 297 |
|
|
2024
Q2 | $623K | Buy |
26,814
+273
| +1% | +$6.34K | 0.07% | 183 |
|
|
2024
Q1 | $623K | Sell |
26,541
-497
| -2% | -$11.7K | 0.06% | 182 |
|
|
2023
Q4 | $632K | Sell |
27,038
-1,320
| -5% | -$30.9K | 0.07% | 191 |
|
|
2023
Q3 | $636K | Sell |
28,358
-1,371
| -5% | -$30.7K | 0.07% | 176 |
|
|
2023
Q2 | $679K | Sell |
29,729
-1,578
| -5% | -$36K | 0.1% | 159 |
|
|
2023
Q1 | $719K | Buy |
31,307
+9
| +0% | +$207 | 0.08% | 168 |
|
|
2022
Q4 | $715K | Buy |
+31,298
| New | +$715K | 0.05% | 208 |
|