Financial Advocates Investment 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 | – | Sell |
-2,493
| Closed | -$238K | – | 685 |
|
|
2025
Q1 | $238K | Sell |
2,493
-185
| -7% | -$17.6K | 0.02% | 624 |
|
|
2024
Q4 | $256K | Buy |
2,678
+574
| +27% | +$54.8K | 0.01% | 639 |
|
|
2024
Q3 | $206K | Sell |
2,104
-679
| -24% | -$66.4K | 0.01% | 705 |
|
|
2024
Q2 | $262K | Sell |
2,783
-1,997
| -42% | -$188K | 0.02% | 606 |
|
|
2024
Q1 | $541K | Sell |
4,780
-667
| -12% | -$75.5K | 0.03% | 436 |
|
|
2023
Q4 | $387K | Sell |
5,447
-376
| -6% | -$26.7K | 0.03% | 480 |
|
|
2023
Q3 | $389K | Buy |
5,823
+2,344
| +67% | +$157K | 0.03% | 466 |
|
|
2023
Q2 | $320K | Sell |
3,479
-8,722
| -71% | -$803K | 0.02% | 504 |
|
|
2023
Q1 | $1.13M | Sell |
12,201
-617
| -5% | -$57.3K | 0.08% | 260 |
|
|
2022
Q4 | $1.15M | Sell |
12,818
-2,907
| -18% | -$262K | 0.09% | 251 |
|
|
2022
Q3 | $1.16M | Buy |
15,725
+3,976
| +34% | +$293K | 0.1% | 222 |
|
|
2022
Q2 | $1.07M | Sell |
11,749
-3,242
| -22% | -$294K | 0.09% | 254 |
|
|
2022
Q1 | $1.54M | Sell |
14,991
-6,540
| -30% | -$671K | 0.1% | 225 |
|
|
2021
Q4 | $2.25M | Buy |
21,531
+300
| +1% | +$31.4K | 0.14% | 167 |
|
|
2021
Q3 | $2.32M | Sell |
21,231
-856
| -4% | -$93.6K | 0.16% | 156 |
|
|
2021
Q2 | $2.43M | Sell |
22,087
-283
| -1% | -$31.1K | 0.16% | 146 |
|
|
2021
Q1 | $2.43M | Buy |
22,370
+7,201
| +47% | +$784K | 0.17% | 131 |
|
|
2020
Q4 | $1.69M | Sell |
15,169
-373
| -2% | -$41.6K | 0.12% | 201 |
|
|
2020
Q3 | $1.62M | Buy |
15,542
+731
| +5% | +$76.2K | 0.14% | 158 |
|
|
2020
Q2 | $1.49M | Buy |
+14,811
| New | +$1.49M | 0.14% | 171 |
|
|
2020
Q1 | – | Sell |
-10,969
| Closed | -$1.2M | – | 514 |
|
|
2019
Q4 | $1.2M | Buy |
+10,969
| New | +$1.2M | 0.13% | 186 |
|
|
2018
Q4 | – | Sell |
-16,898
| Closed | -$1.83M | – | 475 |
|
|
2018
Q3 | $1.83M | Buy |
16,898
+8,067
| +91% | +$873K | 0.2% | 119 |
|
|
2018
Q2 | $937K | Sell |
8,831
-472
| -5% | -$50.1K | 0.11% | 188 |
|
|
2018
Q1 | $1M | Sell |
9,303
-709
| -7% | -$76.3K | 0.13% | 162 |
|
|
2017
Q4 | $1.1M | Buy |
+10,012
| New | +$1.1M | 0.15% | 148 |
|