CWA
Canvas Wealth Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,216
| Closed | -$958K | – | 150 |
|
2022
Q4 | $958K | Sell |
10,216
-286
| -3% | -$26.8K | 0.4% | 49 |
|
2022
Q3 | $945K | Sell |
10,502
-557
| -5% | -$50.1K | 0.4% | 47 |
|
2022
Q2 | $1M | Sell |
11,059
-439
| -4% | -$39.8K | 0.4% | 55 |
|
2022
Q1 | $1.12M | Buy |
+11,498
| New | +$1.12M | 0.41% | 60 |
|