Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-79
| Closed | -$9K | – | 663 |
|
|
2021
Q3 | $9K | Buy |
79
+35
| +80% | +$3.99K | ﹤0.01% | 840 |
|
|
2021
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 733 |
|
|
2020
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $5K | Sell |
44
-78
| -64% | -$8.86K | ﹤0.01% | 623 |
|
|
2020
Q2 | $1K | Buy |
122
+61
| +100% | +$500 | ﹤0.01% | 795 |
|
|
2020
Q1 | $12K | Sell |
61
-33
| -35% | -$6.49K | 0.01% | 435 |
|
|
2019
Q4 | $10K | Sell |
94
-53
| -36% | -$5.64K | 0.01% | 539 |
|
|
2019
Q3 | $16K | Buy |
147
+138
| +1,533% | +$15K | 0.02% | 430 |
|
|
2019
Q2 | $1K | Sell |
9
-90
| -91% | -$10K | ﹤0.01% | 830 |
|
|
2019
Q1 | $10K | Buy |
99
+90
| +1,000% | +$9.09K | 0.01% | 444 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 775 |
|