CWM
Collaborative 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
Q3 | – | Sell |
-2,368
| Closed | -$218K | – | 169 |
|
|
2023
Q2 | $218K | Sell |
2,368
-937
| -28% | -$86.2K | 0.13% | 152 |
|
|
2023
Q1 | $307K | Sell |
3,305
-4,810
| -59% | -$446K | 0.19% | 122 |
|
|
2022
Q4 | $730K | Sell |
8,115
-687
| -8% | -$61.8K | 0.48% | 60 |
|
|
2022
Q3 | $773K | Sell |
8,802
-511
| -5% | -$44.9K | 0.55% | 52 |
|
|
2022
Q2 | $845K | Buy |
+9,313
| New | +$845K | 0.55% | 54 |
|
|
2021
Q4 | $1.03M | Buy |
+9,487
| New | +$1.03M | 0.56% | 50 |
|
|
2021
Q1 | $975K | Buy |
+9,513
| New | +$975K | 0.56% | 55 |
|