AWM
Adams 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
Q1 | $509K | Sell |
5,342
-212
| -4% | -$20.2K | 0.1% | 94 |
|
|
2024
Q4 | $530K | Sell |
5,554
-422
| -7% | -$40.3K | 0.1% | 90 |
|
|
2024
Q3 | $584K | Sell |
5,976
-393
| -6% | -$38.4K | 0.13% | 82 |
|
|
2024
Q2 | $600K | Buy |
6,369
+692
| +12% | +$65.2K | 0.14% | 72 |
|
|
2024
Q1 | $540K | Sell |
5,677
-23
| -0.4% | -$2.19K | 0.13% | 79 |
|
|
2023
Q4 | $540K | Buy |
+5,700
| New | +$540K | 0.16% | 76 |
|
|
2022
Q4 | – | Sell |
-14,455
| Closed | -$1.27M | – | 92 |
|
|
2022
Q3 | $1.27M | Buy |
+14,455
| New | +$1.27M | 0.48% | 23 |
|