WWM
WT Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,851
| Closed | -$249K | – | 111 |
|
|
2023
Q1 | $249K | Hold |
10,851
| – | – | 0.11% | 100 |
|
|
2022
Q4 | $242K | Buy |
+10,851
| New | +$242K | 0.12% | 88 |
|
|
2020
Q1 | – | Sell |
-13,500
| Closed | -$355K | – | 84 |
|
|
2019
Q4 | $355K | Buy |
+13,500
| New | +$355K | 0.27% | 67 |
|