JWS
Juncture Wealth Strategies’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,630
| Closed | -$286K | – | 100 |
|
|
2019
Q3 | $286K | Sell |
2,630
-1,469
| -36% | -$160K | 0.25% | 89 |
|
|
2019
Q2 | $447K | Sell |
4,099
-14,149
| -78% | -$1.54M | 0.36% | 75 |
|
|
2019
Q1 | $656K | Sell |
18,248
-4,525
| -20% | -$163K | 0.51% | 50 |
|
|
2018
Q4 | $765K | Sell |
22,773
-11,960
| -34% | -$402K | 0.52% | 45 |
|
|
2018
Q3 | $1.25M | Sell |
34,733
-2,767
| -7% | -$99.7K | 0.66% | 41 |
|
|
2018
Q2 | $1.33M | Sell |
37,500
-3,789
| -9% | -$134K | 0.71% | 34 |
|
|
2018
Q1 | $1.48M | Buy |
41,289
+2,650
| +7% | +$95K | 0.83% | 32 |
|
|
2017
Q4 | $1.42M | Buy |
38,639
+6,365
| +20% | +$234K | 0.8% | 35 |
|
|
2017
Q3 | $1.2M | Buy |
32,274
+5,559
| +21% | +$207K | 0.68% | 38 |
|
|
2017
Q2 | $994K | Buy |
26,715
+2,132
| +9% | +$79.3K | 0.57% | 44 |
|
|
2017
Q1 | $908K | Buy |
24,583
+8,602
| +54% | +$318K | 0.56% | 47 |
|
|
2016
Q4 | $583K | Buy |
15,981
+4,786
| +43% | +$175K | 0.4% | 56 |
|
|
2016
Q3 | $411K | Buy |
+11,195
| New | +$411K | 0.28% | 66 |
|