Connecticut Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,838
Closed -$287K 205
2020
Q2
$287K Sell
2,838
-302
-10% -$30.1K 0.04% 116
2020
Q1
$297K Sell
3,140
-18
-0.6% -$1.89K 0.04% 118
2019
Q4
$346K Sell
3,158
-415
-12% -$45K 0.04% 132
2019
Q3
$389K Buy
+3,573
New +$387K 0.05% 113

Other funds holding JNK

Connecticut Wealth Management's JNK Position: Q3 2020 in Review

Connecticut Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2020, closing a stake of 2,838 shares — an estimated $287K sold.

Connecticut Wealth Management first reported a position in JNK in Q3 2019 and held it in 4 quarters. The position peaked at $389K in Q3 2019. 478 funds tracked by Wall St. Rank hold JNK as of Q3 2020.

  • Connecticut Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,838 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2020, an estimated $287K.
  • Connecticut Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and held it in 4 quarters.
  • Connecticut Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $389K in Q3 2019.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2020.

Based on Connecticut Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.