Beam 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
Q1 | – | Sell |
-2,424
| Closed | -$218K | – | 103 |
|
|
2022
Q4 | $218K | Sell |
2,424
-275
| -10% | -$24.7K | 0.23% | 92 |
|
|
2022
Q3 | $237K | Buy |
2,699
+95
| +4% | +$8.34K | 0.26% | 86 |
|
|
2022
Q2 | $236K | Sell |
2,604
-5
| -0.2% | -$453 | 0.26% | 87 |
|
|
2022
Q1 | $267K | Buy |
2,609
+13
| +0.5% | +$1.33K | 0.31% | 71 |
|
|
2021
Q4 | $282K | Buy |
2,596
+287
| +12% | +$31.2K | 0.32% | 71 |
|
|
2021
Q3 | $253K | Buy |
2,309
+150
| +7% | +$16.4K | 0.22% | 115 |
|
|
2021
Q2 | $237K | Buy |
+2,159
| New | +$237K | 0.2% | 123 |
|
|
2020
Q1 | – | Sell |
-5,190
| Closed | -$569K | – | 161 |
|
|
2019
Q4 | $569K | Buy |
+5,190
| New | +$569K | 0.53% | 58 |
|