ERTS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,272
| Closed | -$205K | – | 88 |
|
|
2023
Q3 | $205K | Buy |
2,272
+69
| +3% | +$6.24K | 0.05% | 81 |
|
|
2023
Q2 | $203K | Sell |
2,203
-1,915
| -47% | -$176K | 0.05% | 89 |
|
|
2023
Q1 | $382K | Sell |
4,118
-80,347
| -95% | -$7.46M | 0.09% | 56 |
|
|
2022
Q4 | $7.6M | Buy |
+84,465
| New | +$7.6M | 1.97% | 14 |
|
|
2019
Q1 | – | Sell |
-379
| Closed | -$38K | – | 208 |
|
|
2018
Q4 | $38K | Buy |
+379
| New | +$38K | 0.03% | 173 |
|