Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,165
| Closed | -$668K | – | 85 |
|
|
2019
Q1 | $668K | Buy |
6,165
+821
| +15% | +$89K | 0.38% | 24 |
|
|
2018
Q4 | $539K | Sell |
5,344
-4,365
| -45% | -$440K | 0.34% | 28 |
|
|
2018
Q3 | $1.05M | Sell |
9,709
-2,383
| -20% | -$256K | 0.69% | 15 |
|
|
2018
Q2 | $1.28M | Sell |
12,092
-2,427
| -17% | -$258K | 0.95% | 14 |
|
|
2018
Q1 | $1.56M | Sell |
14,519
-11,058
| -43% | -$1.19M | 1% | 22 |
|
|
2017
Q4 | $2.83M | Buy |
+25,577
| New | +$2.83M | 1.64% | 14 |
|