CWM
CMH Wealth Management’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 |
-5,000
| Closed | -$450K | – | 48 |
|
|
2022
Q4 | $450K | Buy |
+5,000
| New | +$450K | 0.14% | 48 |
|
|
2020
Q1 | – | Sell |
-8,332
| Closed | -$913K | – | 52 |
|
|
2019
Q4 | $913K | Buy |
+8,332
| New | +$913K | 0.47% | 51 |
|
|
2019
Q2 | – | Sell |
-25,000
| Closed | -$899K | – | 51 |
|
|
2019
Q1 | $899K | Sell |
25,000
-31,000
| -55% | -$1.11M | 0.54% | 50 |
|
|
2018
Q4 | $1.88M | Buy |
+56,000
| New | +$1.88M | 1.13% | 38 |
|