Investments & Financial Planning LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
2,456
-90
| -4% | -$8.76K | 0.14% | 33 |
|
|
2025
Q1 | $243K | Sell |
2,546
-1
| -0% | -$95 | 0.16% | 30 |
|
|
2024
Q4 | $243K | Sell |
2,547
-225
| -8% | -$21.5K | 0.15% | 31 |
|
|
2024
Q3 | $271K | Sell |
2,772
-32
| -1% | -$3.13K | 0.17% | 30 |
|
|
2024
Q2 | $264K | Buy |
2,804
+34
| +1% | +$3.21K | 0.18% | 29 |
|
|
2024
Q1 | $264K | Sell |
2,770
-117
| -4% | -$11.1K | 0.18% | 29 |
|
|
2023
Q4 | $273K | Sell |
2,887
-9
| -0.3% | -$852 | 0.2% | 29 |
|
|
2023
Q3 | $262K | Buy |
2,896
+43
| +2% | +$3.89K | 0.23% | 31 |
|
|
2023
Q2 | $263K | Sell |
2,853
-149
| -5% | -$13.7K | 0.23% | 31 |
|
|
2023
Q1 | $279K | Buy |
3,002
+37
| +1% | +$3.43K | 0.26% | 31 |
|
|
2022
Q4 | $267K | Buy |
+2,965
| New | +$267K | 0.26% | 31 |
|
|
2022
Q2 | $266K | Sell |
2,932
-277
| -9% | -$25.1K | 0.27% | 32 |
|
|
2022
Q1 | $329K | Buy |
3,209
+30
| +0.9% | +$3.08K | 0.29% | 26 |
|
|
2021
Q4 | $329K | Buy |
+3,179
| New | +$329K | 0.3% | 26 |
|