Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,660
| Closed | -$292K | – | 210 |
|
|
2021
Q2 | $292K | Sell |
2,660
-66
| -2% | -$7.25K | 0.11% | 148 |
|
|
2021
Q1 | $297K | Sell |
2,726
-5,922
| -68% | -$645K | 0.12% | 146 |
|
|
2020
Q4 | $942K | Sell |
8,648
-611
| -7% | -$66.6K | 0.38% | 65 |
|
|
2020
Q3 | $965K | Buy |
9,259
+2,482
| +37% | +$259K | 0.45% | 53 |
|
|
2020
Q2 | $686K | Buy |
+6,777
| New | +$686K | 0.32% | 57 |
|
|
2019
Q4 | – | Sell |
-2,223
| Closed | -$242K | – | 160 |
|
|
2019
Q3 | $242K | Buy |
+2,223
| New | +$242K | 0.12% | 79 |
|