Lorne Steinberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
12,510
-120
| -1% | -$11.7K | 0.32% | 56 |
|
|
2025
Q1 | $1.2M | Hold |
12,630
| – | – | 0.35% | 55 |
|
|
2024
Q4 | $1.21M | Hold |
12,630
| – | – | 0.35% | 54 |
|
|
2024
Q3 | $1.24M | Hold |
12,630
| – | – | 0.36% | 54 |
|
|
2024
Q2 | $1.19M | Buy |
12,630
+6,410
| +103% | +$604K | 0.38% | 54 |
|
|
2024
Q1 | $592K | Hold |
6,220
| – | – | 0.18% | 59 |
|
|
2023
Q4 | $589K | Sell |
6,220
-8,686
| -58% | -$823K | 0.2% | 57 |
|
|
2023
Q3 | $1.35M | Sell |
14,906
-220
| -1% | -$19.9K | 0.52% | 53 |
|
|
2023
Q2 | $1.39M | Buy |
+15,126
| New | +$1.39M | 0.52% | 52 |
|
|
2023
Q1 | – | Sell |
-14,786
| Closed | -$1.33M | – | 71 |
|
|
2022
Q4 | $1.33M | Sell |
14,786
-85
| -0.6% | -$7.65K | 0.57% | 53 |
|
|
2022
Q3 | $1.31M | Buy |
+14,871
| New | +$1.31M | 0.63% | 51 |
|
|
2021
Q2 | – | Sell |
-3,541
| Closed | -$385K | – | 68 |
|
|
2021
Q1 | $385K | Buy |
+3,541
| New | +$385K | 0.2% | 52 |
|