Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,251
| Closed | -$348K | – | 89 |
|
|
2015
Q3 | $348K | Buy |
+3,251
| New | +$348K | 0.09% | 64 |
|
|
2015
Q2 | – | Sell |
-2,038
| Closed | -$240K | – | 92 |
|
|
2015
Q1 | $240K | Sell |
2,038
-2,321
| -53% | -$273K | 0.05% | 80 |
|
|
2014
Q4 | $505K | Buy |
+4,359
| New | +$505K | 0.1% | 65 |
|
|
2014
Q3 | – | Sell |
-7,907
| Closed | -$990K | – | 83 |
|
|
2014
Q2 | $990K | Buy |
7,907
+219
| +3% | +$27.4K | 0.26% | 59 |
|
|
2014
Q1 | $953K | Sell |
7,688
-671
| -8% | -$83.2K | 0.27% | 51 |
|
|
2013
Q4 | $1.02M | Sell |
8,359
-9,451
| -53% | -$1.15M | 0.35% | 52 |
|
|
2013
Q3 | $2.13M | Buy |
+17,810
| New | +$2.13M | 0.73% | 25 |
|