Financial Architects (New Jersey)’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
Q1 | – | Sell |
-96
| Closed | -$10K | – | 1334 |
|
|
2018
Q4 | $10K | Hold |
96
| – | – | ﹤0.01% | 886 |
|
|
2018
Q3 | $10K | Sell |
96
-34
| -26% | -$3.54K | ﹤0.01% | 973 |
|
|
2018
Q2 | $14K | Hold |
130
| – | – | ﹤0.01% | 905 |
|
|
2018
Q1 | $14K | Hold |
130
| – | – | ﹤0.01% | 861 |
|
|
2017
Q4 | $14K | Hold |
130
| – | – | ﹤0.01% | 927 |
|
|
2017
Q3 | $15K | Sell |
130
-136
| -51% | -$15.7K | ﹤0.01% | 930 |
|
|
2017
Q2 | $30K | Buy |
266
+67
| +34% | +$7.56K | 0.01% | 750 |
|
|
2017
Q1 | $22K | Buy |
199
+103
| +107% | +$11.4K | ﹤0.01% | 820 |
|
|
2016
Q4 | $11K | Buy |
+96
| New | +$11K | ﹤0.01% | 971 |
|
|
2015
Q3 | – | Sell |
-186
| Closed | -$21K | – | 565 |
|
|
2015
Q2 | $21K | Sell |
186
-14
| -7% | -$1.58K | 0.01% | 617 |
|
|
2015
Q1 | $24K | Sell |
200
-225
| -53% | -$27K | 0.01% | 533 |
|
|
2014
Q4 | $49K | Buy |
425
+370
| +673% | +$42.7K | 0.02% | 344 |
|
|
2014
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 675 |
|
|
2014
Q2 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 701 |
|
|
2013
Q4 | – | Sell |
-86
| Closed | -$10K | – | 364 |
|
|
2013
Q3 | $10K | Buy |
+86
| New | +$10K | 0.01% | 481 |
|