EPG 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 | $89.5K | Hold |
920
| – | – | 0.03% | 205 |
|
2025
Q1 | $87.7K | Hold |
920
| – | – | 0.02% | 259 |
|
2024
Q4 | $87.8K | Hold |
920
| – | – | 0.02% | 264 |
|
2024
Q3 | $90K | Buy |
+920
| New | +$90K | 0.02% | 267 |
|
2024
Q2 | – | Sell |
-966
| Closed | -$92K | – | 282 |
|
2024
Q1 | $92K | Hold |
966
| – | – | 0.02% | 284 |
|
2023
Q4 | $90.6K | Sell |
966
-9
| -0.9% | -$844 | 0.02% | 272 |
|
2023
Q3 | $88.1K | Hold |
975
| – | – | 0.03% | 267 |
|
2023
Q2 | $89.7K | Sell |
975
-100
| -9% | -$9.2K | 0.03% | 265 |
|
2023
Q1 | $99.8K | Buy |
1,075
+1,066
| +11,844% | +$98.9K | 0.03% | 263 |
|
2022
Q4 | $810 | Hold |
9
| – | – | ﹤0.01% | 373 |
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 378 |
|
2022
Q2 | – | Sell |
-9
| Closed | -$1K | – | 319 |
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 393 |
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 394 |
|
2021
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 370 |
|
2020
Q2 | – | Sell |
-250
| Closed | -$24K | – | 478 |
|
2020
Q1 | $24K | Hold |
250
| – | – | 0.02% | 377 |
|
2019
Q4 | $27K | Buy |
+250
| New | +$27K | 0.02% | 304 |
|