Cedar Brook Financial Partners’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
Q3 | – | Sell |
-3,977
| Closed | -$366K | – | 399 |
|
|
2023
Q2 | $366K | Buy |
+3,977
| New | +$366K | 0.09% | 237 |
|
|
2023
Q1 | – | Sell |
-3,939
| Closed | -$355K | – | 399 |
|
|
2022
Q4 | $355K | Buy |
+3,939
| New | +$355K | 0.1% | 229 |
|
|
2022
Q1 | – | Sell |
-2,144
| Closed | -$233K | – | 388 |
|
|
2021
Q4 | $233K | Buy |
+2,144
| New | +$233K | 0.06% | 329 |
|
|
2021
Q3 | – | Sell |
-2,065
| Closed | -$227K | – | 364 |
|
|
2021
Q2 | $227K | Sell |
2,065
-386
| -16% | -$42.4K | 0.07% | 332 |
|
|
2021
Q1 | $267K | Sell |
2,451
-96
| -4% | -$10.5K | 0.09% | 251 |
|
|
2020
Q4 | $277K | Sell |
2,547
-626
| -20% | -$68.1K | 0.1% | 232 |
|
|
2020
Q3 | $331K | Buy |
+3,173
| New | +$331K | 0.13% | 185 |
|
|
2020
Q2 | – | Sell |
-4,044
| Closed | -$383K | – | 288 |
|
|
2020
Q1 | $383K | Buy |
4,044
+241
| +6% | +$22.8K | 0.21% | 142 |
|
|
2019
Q4 | $417K | Buy |
3,803
+58
| +2% | +$6.36K | 0.18% | 157 |
|
|
2019
Q3 | $407K | Buy |
+3,745
| New | +$407K | 0.18% | 173 |
|
|
2019
Q2 | – | Sell |
-3,510
| Closed | -$379K | – | 304 |
|
|
2019
Q1 | $379K | Buy |
+3,510
| New | +$379K | 0.18% | 170 |
|