AWM
Accurate Wealth Management’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+2,113
| New | +$204K | 0.03% | 431 |
|
|
2025
Q1 | – | Sell |
-3,894
| Closed | -$371K | – | 390 |
|
|
2024
Q4 | $371K | Hold |
3,894
| – | – | 0.07% | 249 |
|
|
2024
Q3 | $377K | Sell |
3,894
-116
| -3% | -$11.2K | 0.08% | 245 |
|
|
2024
Q2 | $382K | Sell |
4,010
-601
| -13% | -$57.2K | 0.09% | 201 |
|
|
2024
Q1 | $429K | Sell |
4,611
-1,517
| -25% | -$141K | 0.13% | 165 |
|
|
2023
Q4 | $582K | Sell |
6,128
-1,958
| -24% | -$186K | 0.18% | 118 |
|
|
2023
Q3 | $717K | Sell |
8,086
-511
| -6% | -$45.3K | 0.23% | 99 |
|
|
2023
Q2 | $792K | Sell |
8,597
-719
| -8% | -$66.2K | 0.25% | 90 |
|
|
2023
Q1 | $854K | Sell |
9,316
-2,748
| -23% | -$252K | 0.29% | 80 |
|
|
2022
Q4 | $1.12M | Buy |
+12,064
| New | +$1.12M | 0.41% | 55 |
|