Crestmont Private Wealth LLC SPHY Holdings History
Crestmont Private Wealth LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held - shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2023Q4. And since then Crestmont Private Wealth LLC has made 3 purchases of SPHY, at an average price of $22.69, for a total of 283,612.00 shares. In addition, there have been 3 sales at an average price of $23.60 for 283,612.00 shares. Based on historical transaction data and SPHY's current price of $23.73, Crestmont Private Wealth LLC's estimated gain on his SPHY holdings is $257,298.41, reflecting a 4.00% gain to date.
Crestmont Private Wealth LLC SPHY ($23.73) Holding Chart
Crestmont Private Wealth LLC SPHY ($23.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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