KWS
Keystone Wealth Services’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
11,312
+7,669
| +211% | +$746K | 0.27% | 92 |
|
|
2025
Q1 | $347K | Buy |
3,643
+40
| +1% | +$3.81K | 0.09% | 189 |
|
|
2024
Q4 | $344K | Buy |
3,603
+78
| +2% | +$7.45K | 0.09% | 188 |
|
|
2024
Q3 | $345K | Buy |
3,525
+58
| +2% | +$5.67K | 0.1% | 187 |
|
|
2024
Q2 | $327K | Buy |
3,467
+57
| +2% | +$5.37K | 0.1% | 167 |
|
|
2024
Q1 | $325K | Buy |
3,410
+38
| +1% | +$3.62K | 0.11% | 162 |
|
|
2023
Q4 | $319K | Buy |
3,372
+75
| +2% | +$7.1K | 0.11% | 163 |
|
|
2023
Q3 | $298K | Buy |
3,297
+54
| +2% | +$4.88K | 0.11% | 162 |
|
|
2023
Q2 | $298K | Hold |
3,243
| – | – | 0.11% | 157 |
|
|
2023
Q1 | $301K | Hold |
3,243
| – | – | 0.12% | 147 |
|
|
2022
Q4 | $292K | Buy |
+3,243
| New | +$292K | 0.13% | 145 |
|