LWP
Lumature 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.1K | Hold |
316
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $29.3K | Sell |
316
-172
| -35% | -$16K | 0.02% | 249 |
|
|
2022
Q4 | $43.9K | Hold |
488
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $43K | Sell |
488
-14
| -3% | -$1.23K | 0.02% | 235 |
|
|
2022
Q2 | $46K | Buy |
502
+14
| +3% | +$1.28K | 0.02% | 236 |
|
|
2022
Q1 | $50K | Hold |
488
| – | – | 0.02% | 257 |
|
|
2021
Q4 | $53K | Sell |
488
-160
| -25% | -$17.4K | 0.02% | 225 |
|
|
2021
Q3 | $71K | Hold |
648
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $71K | Buy |
648
+52
| +9% | +$5.7K | 0.03% | 208 |
|
|
2021
Q1 | $65K | Buy |
+596
| New | +$65K | 0.03% | 203 |
|