BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $54.9K | Sell |
597
-3,585
| -86% | -$330K | 0.01% | 416 |
|
|
2023
Q1 | $388K | Sell |
4,182
-2,298
| -35% | -$213K | 0.05% | 185 |
|
|
2022
Q4 | $583K | Sell |
6,480
-6,973
| -52% | -$628K | 0.07% | 163 |
|
|
2022
Q3 | $1.18M | Buy |
13,453
+13,025
| +3,043% | +$1.14M | 0.16% | 114 |
|
|
2022
Q2 | $39K | Buy |
428
+53
| +14% | +$4.83K | ﹤0.01% | 446 |
|
|
2022
Q1 | $38K | Buy |
375
+1
| +0.3% | +$101 | ﹤0.01% | 480 |
|
|
2021
Q4 | $41K | Sell |
374
-7,276
| -95% | -$798K | ﹤0.01% | 478 |
|
|
2021
Q3 | $837K | Buy |
7,650
+1,125
| +17% | +$123K | 0.09% | 143 |
|
|
2021
Q2 | $717K | Buy |
6,525
+6,240
| +2,189% | +$686K | 0.08% | 162 |
|
|
2021
Q1 | $31K | Sell |
285
-8,759
| -97% | -$953K | ﹤0.01% | 530 |
|
|
2020
Q4 | $985K | Buy |
9,044
+8,235
| +1,018% | +$897K | 0.14% | 105 |
|
|
2020
Q3 | $84K | Sell |
809
-2,371
| -75% | -$246K | 0.01% | 285 |
|
|
2020
Q2 | $322K | Buy |
3,180
+2,314
| +267% | +$234K | 0.06% | 164 |
|
|
2020
Q1 | $82K | Sell |
866
-16,544
| -95% | -$1.57M | 0.02% | 291 |
|
|
2019
Q4 | $1.91M | Buy |
17,410
+12,203
| +234% | +$1.34M | 0.49% | 42 |
|
|
2019
Q3 | $566K | Buy |
5,207
+4,540
| +681% | +$493K | 0.15% | 111 |
|
|
2019
Q2 | $73K | Sell |
667
-2,733
| -80% | -$299K | 0.02% | 268 |
|
|
2019
Q1 | $367K | Buy |
3,400
+2,733
| +410% | +$295K | 0.11% | 124 |
|
|
2018
Q4 | $67K | Sell |
667
-1,325
| -67% | -$133K | 0.02% | 235 |
|
|
2018
Q3 | $215K | Sell |
1,992
-1,358
| -41% | -$147K | 0.07% | 149 |
|
|
2018
Q2 | $357K | Buy |
3,350
+3,058
| +1,047% | +$326K | 0.12% | 109 |
|
|
2018
Q1 | $31K | Sell |
292
-1,691
| -85% | -$180K | 0.01% | 285 |
|
|
2017
Q4 | $218K | Buy |
1,983
+83
| +4% | +$9.13K | 0.1% | 107 |
|
|
2017
Q3 | $213K | Hold |
1,900
| – | – | 0.11% | 104 |
|
|
2017
Q2 | $212K | Buy |
+1,900
| New | +$212K | 0.09% | 125 |
|