Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-498
| Closed | -$54K | – | 260 |
|
|
2016
Q4 | $54K | Buy |
498
+92
| +23% | +$9.98K | 0.05% | 114 |
|
|
2016
Q3 | $44K | Hold |
406
| – | – | 0.03% | 137 |
|
|
2016
Q2 | $43K | Buy |
406
+16
| +4% | +$1.7K | 0.04% | 115 |
|
|
2016
Q1 | $40K | Sell |
390
-21
| -5% | -$2.15K | 0.04% | 115 |
|
|
2015
Q4 | $41K | Buy |
+411
| New | +$41K | 0.04% | 114 |
|