CPA
Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-589
| Closed | -$64K | – | 138 |
|
|
2019
Q3 | $64K | Hold |
589
| – | – | 0.03% | 142 |
|
|
2019
Q2 | $64K | Buy |
+589
| New | +$64K | 0.04% | 168 |
|
|
2018
Q3 | – | Sell |
-1,470
| Closed | -$52K | – | 294 |
|
|
2018
Q2 | $52K | Buy |
1,470
+655
| +80% | +$23.2K | 0.04% | 245 |
|
|
2018
Q1 | $29K | Buy |
+815
| New | +$29K | 0.02% | 276 |
|
|
2017
Q3 | – | Sell |
-109
| Closed | -$4K | – | 498 |
|
|
2017
Q2 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 400 |
|