Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $124K | Buy |
1,378
+689
| +100% | +$62K | 0.02% | 388 |
|
|
2022
Q3 | $61K | Sell |
689
-52
| -7% | -$4.6K | 0.02% | 379 |
|
|
2022
Q2 | $67.2K | Sell |
741
-18
| -2% | -$1.63K | 0.02% | 376 |
|
|
2022
Q1 | $78K | Buy |
+759
| New | +$78K | 0.02% | 405 |
|
|
2021
Q3 | $56K | Sell |
515
-110
| -18% | -$12K | 0.02% | 431 |
|
|
2021
Q2 | $69K | Sell |
625
-28
| -4% | -$3.09K | 0.03% | 404 |
|
|
2021
Q1 | $71K | Buy |
+653
| New | +$71K | 0.04% | 309 |
|