Larson Financial Group’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 | $380K | Sell |
3,902
-30,230
| -89% | -$2.94M | 0.02% | 505 |
|
|
2025
Q1 | $3.25M | Sell |
34,132
-1,940
| -5% | -$185K | 0.15% | 123 |
|
|
2024
Q4 | $3.44M | Buy |
36,072
+2,383
| +7% | +$228K | 0.18% | 102 |
|
|
2024
Q3 | $3.29M | Sell |
33,689
-1,679
| -5% | -$164K | 0.19% | 100 |
|
|
2024
Q2 | $3.33M | Sell |
35,368
-3,538
| -9% | -$334K | 0.23% | 83 |
|
|
2024
Q1 | $3.7M | Sell |
38,906
-3,252
| -8% | -$310K | 0.29% | 71 |
|
|
2023
Q4 | $3.99M | Buy |
42,158
+40,841
| +3,101% | +$3.87M | 0.35% | 56 |
|
|
2023
Q3 | $119K | Buy |
1,317
+1
| +0.1% | +$90 | 0.01% | 419 |
|
|
2023
Q2 | $121K | Sell |
1,316
-65
| -5% | -$5.98K | 0.01% | 400 |
|
|
2023
Q1 | $128K | Buy |
1,381
+1,335
| +2,902% | +$124K | 0.01% | 392 |
|
|
2022
Q4 | $4.14K | Buy |
+46
| New | +$4.14K | ﹤0.01% | 1070 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$16K | – | 1350 |
|
|
2022
Q2 | $16K | Buy |
180
+2
| +1% | +$178 | ﹤0.01% | 599 |
|
|
2022
Q1 | $18K | Buy |
178
+3
| +2% | +$303 | ﹤0.01% | 548 |
|
|
2021
Q4 | $19K | Buy |
175
+142
| +430% | +$15.4K | ﹤0.01% | 555 |
|
|
2021
Q3 | $4K | Buy |
33
+1
| +3% | +$121 | ﹤0.01% | 719 |
|
|
2021
Q2 | $4K | Buy |
32
+3
| +10% | +$375 | ﹤0.01% | 652 |
|
|
2021
Q1 | $3K | Sell |
29
-275
| -90% | -$28.4K | ﹤0.01% | 674 |
|
|
2020
Q4 | $33K | Buy |
+304
| New | +$33K | 0.01% | 279 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 782 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 714 |
|
|
2020
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 596 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 620 |
|
|
2019
Q3 | $0 | Sell |
1
-11
| -92% | – | ﹤0.01% | 584 |
|
|
2019
Q2 | $1K | Buy |
12
+10
| +500% | +$833 | ﹤0.01% | 448 |
|
|
2019
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 516 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 492 |
|