Avidian Wealth Enterprises’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 | $326K | Hold |
3,352
| – | – | 0.01% | 424 |
|
|
2025
Q1 | $319K | Sell |
3,352
-209
| -6% | -$19.9K | 0.01% | 403 |
|
|
2024
Q4 | $340K | Hold |
3,561
| – | – | 0.02% | 376 |
|
|
2024
Q3 | $348K | Hold |
3,561
| – | – | 0.02% | 366 |
|
|
2024
Q2 | $336K | Sell |
3,561
-213
| -6% | -$20.1K | 0.01% | 359 |
|
|
2024
Q1 | $359K | Sell |
3,774
-1,432
| -28% | -$136K | 0.02% | 320 |
|
|
2023
Q4 | $493K | Buy |
+5,206
| New | +$493K | 0.03% | 266 |
|
|
2022
Q4 | – | Sell |
-21,741
| Closed | -$1.91M | – | 457 |
|
|
2022
Q3 | $1.91M | Buy |
+21,741
| New | +$1.91M | 0.14% | 104 |
|
|
2021
Q3 | – | Sell |
-15,782
| Closed | -$1.74M | – | 398 |
|
|
2021
Q2 | $1.74M | Buy |
15,782
+1,464
| +10% | +$161K | 0.13% | 98 |
|
|
2021
Q1 | $1.56M | Buy |
14,318
+10,414
| +267% | +$1.13M | 0.13% | 93 |
|
|
2020
Q4 | $425K | Buy |
+3,904
| New | +$425K | 0.04% | 208 |
|