HART & PATTERSON FINANCIAL GROUP LLC SPHY Holdings History
HART & PATTERSON FINANCIAL GROUP LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 313,655.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $7.36 Mil. This investment constitutes 3.58% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.11% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 2 purchases of SPHY, at an average price of $22.62, for a total of 390,815.00 shares. In addition, there have been 2 sales at an average price of $23.35 for 77,160.00 shares. Based on historical transaction data and SPHY's current price of $23.66, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his SPHY holdings is $383,463.56, reflecting a 4.34% gain to date.
HART & PATTERSON FINANCIAL GROUP LLC SPHY ($23.66) Holding Chart
HART & PATTERSON FINANCIAL GROUP LLC SPHY ($23.66) 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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