CWA
Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,719
| Closed | -$925K | – | 108 |
|
|
2024
Q1 | $925K | Buy |
+9,719
| New | +$925K | 0.94% | 24 |
|
|
2023
Q4 | – | Sell |
-26,106
| Closed | -$2.36M | – | 122 |
|
|
2023
Q3 | $2.36M | Buy |
26,106
+26,029
| +33,804% | +$2.35M | 2.92% | 4 |
|
|
2023
Q2 | $7.09K | Sell |
77
-24,390
| -100% | -$2.24M | 0.01% | 398 |
|
|
2023
Q1 | $2.27M | Buy |
+24,467
| New | +$2.27M | 2.3% | 7 |
|
|
2022
Q4 | – | Sell |
-489
| Closed | -$43K | – | 647 |
|
|
2022
Q3 | $43K | Buy |
489
+7
| +1% | +$616 | 0.03% | 182 |
|
|
2022
Q2 | $44K | Buy |
482
+6
| +1% | +$548 | 0.03% | 194 |
|
|
2022
Q1 | $49K | Buy |
476
+4
| +0.8% | +$412 | 0.03% | 196 |
|
|
2021
Q4 | $51K | Buy |
472
+6
| +1% | +$648 | 0.03% | 225 |
|
|
2021
Q3 | $51K | Buy |
466
+5
| +1% | +$547 | 0.03% | 231 |
|
|
2021
Q2 | $51K | Buy |
461
+5
| +1% | +$553 | 0.03% | 240 |
|
|
2021
Q1 | $50K | Buy |
456
+4
| +0.9% | +$439 | 0.03% | 226 |
|
|
2020
Q4 | $49K | Buy |
+452
| New | +$49K | 0.03% | 199 |
|