Carson Wealth (CWM LLC)’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $214K | Sell |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $47K | Hold |
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|
2020
Q4 | $47K | Hold |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $47K | Hold |
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|
2019
Q2 | $47K | Buy |
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|
2019
Q1 | $47K | Sell |
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|
2018
Q4 | $8.88M | Buy |
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|
2018
Q3 | $5.79M | Buy |
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|
2018
Q2 | $3.22M | Buy |
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|
2018
Q1 | $2.45M | Buy |
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|
2017
Q4 | $2.23M | Buy |
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|
2017
Q3 | $2.14M | Sell |
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|
2017
Q2 | $3.53M | Buy |
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|
2017
Q1 | $3.4M | Buy |
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|
2016
Q4 | $2.54M | Buy |
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|
2016
Q3 | $92K | Buy |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $108K | Sell |
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|
2015
Q4 | $191K | Sell |
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|
2015
Q3 | $595K | Buy |
|