Congress Wealth Management’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 | $577K | Buy |
5,928
+418
| +8% | +$40.7K | 0.01% | 873 |
|
|
2025
Q1 | $525K | Buy |
5,510
+916
| +20% | +$87.3K | 0.01% | 806 |
|
|
2024
Q4 | $439K | Sell |
4,594
-7
| -0.2% | -$668 | 0.01% | 666 |
|
|
2024
Q3 | $450K | Sell |
4,601
-33,905
| -88% | -$3.32M | 0.01% | 655 |
|
|
2024
Q2 | $3.63M | Buy |
38,506
+5
| +0% | +$471 | 0.06% | 289 |
|
|
2024
Q1 | $3.67M | Buy |
38,501
+560
| +1% | +$53.3K | 0.06% | 257 |
|
|
2023
Q4 | $3.59M | Buy |
37,941
+333
| +0.9% | +$31.5K | 0.07% | 254 |
|
|
2023
Q3 | $3.4M | Buy |
37,608
+32,298
| +608% | +$2.92M | 0.07% | 254 |
|
|
2023
Q2 | $489K | Sell |
5,310
-467
| -8% | -$43K | 0.01% | 416 |
|
|
2023
Q1 | $536K | Buy |
5,777
+108
| +2% | +$10K | 0.01% | 411 |
|
|
2022
Q4 | $510K | Sell |
5,669
-111
| -2% | -$9.99K | 0.01% | 404 |
|
|
2022
Q3 | $508K | Buy |
5,780
+31
| +0.5% | +$2.73K | 0.01% | 405 |
|
|
2022
Q2 | $521K | Sell |
5,749
-152
| -3% | -$13.8K | 0.01% | 401 |
|
|
2022
Q1 | $604K | Sell |
5,901
-372
| -6% | -$38.1K | 0.01% | 417 |
|
|
2021
Q4 | $681K | Buy |
+6,273
| New | +$681K | 0.01% | 419 |
|