FundX Flexible Income Fund SPHY Holdings History
FundX Flexible Income Fund's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2023-09-30, FundX Investment Trust held 309,500.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $6.94 Mil. This investment constitutes 11.84% of their stock portfolio, and FundX Investment Trust now holds 0.64% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2023Q3. And since then FundX Flexible Income Fund has made 1 purchases of SPHY, at an average price of $22.72, for a total of 309,500.00 shares. Based on historical transaction data and SPHY's current price of $23.59, FundX Flexible Income Fund's estimated gain on his SPHY holdings is $269,265.00, reflecting a 3.83% gain to date.
FundX Flexible Income Fund SPHY ($23.59) Holding Chart
FundX Flexible Income Fund SPHY ($23.59) 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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