FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.35M | Sell |
35,848
-1,044
| -3% | -$97.7K | 1.22% | 15 |
|
|
2023
Q4 | $3.49M | Buy |
36,892
+279
| +0.8% | +$26.4K | 1.33% | 13 |
|
|
2023
Q3 | $3.31M | Sell |
36,613
-996
| -3% | -$90K | 1.43% | 13 |
|
|
2023
Q2 | $3.46M | Sell |
37,609
-1,087
| -3% | -$100K | 1.48% | 13 |
|
|
2023
Q1 | $3.59M | Buy |
38,696
+3,744
| +11% | +$348K | 1.77% | 13 |
|
|
2022
Q4 | $3.15M | Sell |
34,952
-1,993
| -5% | -$179K | 1.76% | 10 |
|
|
2022
Q3 | $3.25M | Buy |
36,945
+32,283
| +692% | +$2.84M | 2.14% | 8 |
|
|
2022
Q2 | $423K | Buy |
4,662
+381
| +9% | +$34.6K | 0.28% | 62 |
|
|
2022
Q1 | $439K | Sell |
4,281
-18,518
| -81% | -$1.9M | 0.34% | 59 |
|
|
2021
Q4 | $2.48M | Buy |
+22,799
| New | +$2.48M | 1.55% | 13 |
|