Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 284 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 300 |
|
|
2021
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 282 |
|
|
2021
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 291 |
|
|
2020
Q1 | $7K | Hold |
73
| – | – | 0.01% | 135 |
|
|
2019
Q4 | $8K | Buy |
+73
| New | +$8K | ﹤0.01% | 299 |
|
|
2019
Q2 | $115K | Buy |
1,057
+705
| +200% | +$76.7K | 0.04% | 66 |
|
|
2019
Q1 | $115K | Sell |
352
-15,950
| -98% | -$5.21M | 0.04% | 66 |
|
|
2018
Q4 | $1.64M | Buy |
+16,302
| New | +$1.64M | 0.61% | 36 |
|