EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85K | Sell |
29
-220
| -88% | -$21.6K | ﹤0.01% | 3363 |
|
|
2025
Q1 | $23.7K | Buy |
249
+3
| +1% | +$286 | ﹤0.01% | 1606 |
|
|
2024
Q4 | $23.5K | Buy |
246
+5
| +2% | +$478 | ﹤0.01% | 1530 |
|
|
2024
Q3 | $23.6K | Hold |
241
| – | – | ﹤0.01% | 1409 |
|
|
2024
Q2 | $23.1K | Hold |
241
| – | – | ﹤0.01% | 1436 |
|
|
2024
Q1 | $22.5K | Buy |
+241
| New | +$22.5K | ﹤0.01% | 1308 |
|
|
2023
Q1 | – | Sell |
-49
| Closed | -$4.41K | – | 2464 |
|
|
2022
Q4 | $4.41K | Buy |
+49
| New | +$4.41K | ﹤0.01% | 1656 |
|