Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1,077
| Closed | -$105K | – | 890 |
|
2024
Q3 | $105K | Buy |
+1,077
| New | +$105K | 0.03% | 346 |
|
2024
Q1 | – | Sell |
-3,057
| Closed | -$289K | – | 1296 |
|
2023
Q4 | $289K | Buy |
3,057
+2,188
| +252% | +$207K | 0.1% | 190 |
|
2023
Q3 | $78.6K | Buy |
+869
| New | +$78.6K | 0.03% | 362 |
|
2022
Q4 | – | Sell |
-97
| Closed | -$8K | – | 746 |
|
2022
Q3 | $8K | Buy |
+97
| New | +$8K | ﹤0.01% | 780 |
|