LWP
Legacy Wealth Partners’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.33M | Buy |
+21,181
| New | +$2.33M | 1.29% | 15 |
|
|
2021
Q1 | – | Sell |
-24,594
| Closed | -$2.68M | – | 92 |
|
|
2020
Q4 | $2.68M | Buy |
24,594
+16,059
| +188% | +$1.75M | 1.68% | 15 |
|
|
2020
Q3 | $890K | Sell |
8,535
-3,766
| -31% | -$393K | 0.63% | 33 |
|
|
2020
Q2 | $1.24M | Buy |
+12,301
| New | +$1.24M | 0.94% | 25 |
|