Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935 | Buy |
10
+1
| +11% | +$94 | ﹤0.01% | 759 |
|
|
2025
Q1 | $901 | Hold |
9
| – | – | ﹤0.01% | 735 |
|
|
2024
Q4 | $892 | Hold |
9
| – | – | ﹤0.01% | 813 |
|
|
2024
Q3 | $894 | Buy |
9
+1
| +13% | +$99 | ﹤0.01% | 848 |
|
|
2024
Q2 | $754 | Sell |
8
-3
| -27% | -$283 | ﹤0.01% | 742 |
|
|
2024
Q1 | $1.03K | Buy |
+11
| New | +$1.03K | ﹤0.01% | 790 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$645 | – | 932 |
|
|
2023
Q3 | $645 | Buy |
7
+4
| +133% | +$369 | ﹤0.01% | 968 |
|
|
2023
Q2 | $262 | Buy |
+3
| New | +$262 | ﹤0.01% | 1013 |
|
|
2023
Q1 | – | Hold |
0
| – | -$17 | – | 984 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1248 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 667 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1306 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$3K | – | 1036 |
|
|
2020
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 471 |
|