Alterna Wealth Management’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
+3,600
| New | +$350K | 0.28% | 71 |
|
|
2025
Q1 | – | Sell |
-3,064
| Closed | -$293K | – | 116 |
|
|
2024
Q4 | $293K | Buy |
3,064
+378
| +14% | +$36.1K | 0.25% | 74 |
|
|
2024
Q3 | $263K | Sell |
2,686
-373
| -12% | -$36.5K | 0.24% | 78 |
|
|
2024
Q2 | $288K | Sell |
3,059
-722
| -19% | -$68.1K | 0.25% | 82 |
|
|
2024
Q1 | $360K | Buy |
+3,781
| New | +$360K | 0.29% | 62 |
|
|
2023
Q4 | – | Sell |
-25,254
| Closed | -$2.28M | – | 79 |
|
|
2023
Q3 | $2.28M | Sell |
25,254
-231
| -0.9% | -$20.9K | 2.92% | 9 |
|
|
2023
Q2 | $2.35M | Hold |
25,485
| – | – | 2.72% | 10 |
|
|
2023
Q1 | $2.37M | Sell |
25,485
-7,605
| -23% | -$706K | 2.96% | 6 |
|
|
2022
Q4 | $2.98M | Sell |
33,090
-10,618
| -24% | -$956K | 3.34% | 7 |
|
|
2022
Q3 | $3.84M | Buy |
43,708
+17,236
| +65% | +$1.51M | 4.56% | 3 |
|
|
2022
Q2 | $2.4M | Buy |
26,472
+975
| +4% | +$88.4K | 2.44% | 10 |
|
|
2022
Q1 | $2.61M | Sell |
25,497
-259
| -1% | -$26.5K | 2.2% | 14 |
|
|
2021
Q4 | $2.8M | Buy |
+25,756
| New | +$2.8M | 2.32% | 15 |
|
|
2020
Q4 | $2.56M | Buy |
+23,481
| New | +$2.56M | 3.23% | 8 |
|
|
2020
Q3 | – | Sell |
-6,907
| Closed | -$699K | – | 103 |
|
|
2020
Q2 | $699K | Buy |
+6,907
| New | +$699K | 0.83% | 28 |
|
|
2020
Q1 | – | Sell |
-4,530
| Closed | -$496K | – | 96 |
|
|
2019
Q4 | $496K | Buy |
+4,530
| New | +$496K | 0.55% | 40 |
|
|
2019
Q2 | – | Sell |
-10,880
| Closed | -$1.17M | – | 101 |
|
|
2019
Q1 | $1.17M | Buy |
10,880
+6,508
| +149% | +$702K | 0.99% | 39 |
|
|
2018
Q4 | $441K | Buy |
+4,372
| New | +$441K | 0.07% | 194 |
|