Harvest Group Wealth 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
Q1 | – | Sell |
-348
| Closed | -$38K | – | 377 |
|
2020
Q4 | $38K | Hold |
348
| – | – | 0.02% | 118 |
|
2020
Q3 | $36K | Hold |
348
| – | – | 0.03% | 113 |
|
2020
Q2 | $35K | Hold |
348
| – | – | 0.03% | 105 |
|
2020
Q1 | $32K | Hold |
348
| – | – | 0.03% | 97 |
|
2019
Q4 | $38K | Hold |
348
| – | – | 0.03% | 92 |
|
2019
Q3 | $38K | Sell |
348
-54
| -13% | -$5.9K | 0.05% | 92 |
|
2019
Q2 | $43K | Buy |
402
+54
| +16% | +$5.78K | 0.06% | 78 |
|
2019
Q1 | $38K | Buy |
+348
| New | +$38K | 0.03% | 102 |
|