Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $586K | Sell |
5,288
-323
| -6% | -$35.8K | 0.2% | 122 |
|
|
2016
Q4 | $614K | Sell |
5,611
-464
| -8% | -$50.8K | 0.23% | 108 |
|
|
2016
Q3 | $669K | Buy |
6,075
+38
| +0.6% | +$4.19K | 0.24% | 98 |
|
|
2016
Q2 | $646K | Sell |
6,037
-354
| -6% | -$37.9K | 0.25% | 85 |
|
|
2016
Q1 | $657K | Sell |
6,391
-158
| -2% | -$16.2K | 0.28% | 78 |
|
|
2015
Q4 | $666K | Sell |
6,549
-184
| -3% | -$18.7K | 0.29% | 79 |
|
|
2015
Q3 | $720K | Sell |
6,733
-23
| -0.3% | -$2.46K | 0.32% | 73 |
|
|
2015
Q2 | $779K | Buy |
6,756
+871
| +15% | +$100K | 0.3% | 75 |
|
|
2015
Q1 | $692K | Buy |
+5,885
| New | +$692K | 0.29% | 79 |
|