Madison Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,022
| Closed | -$365K | – | 74 |
|
|
2022
Q2 | $365K | Sell |
4,022
-347
| -8% | -$31.5K | 0.23% | 48 |
|
|
2022
Q1 | $448K | Hold |
4,369
| – | – | 0.25% | 42 |
|
|
2021
Q4 | $474K | Hold |
4,369
| – | – | 0.24% | 39 |
|
|
2021
Q3 | $478K | Hold |
4,369
| – | – | 0.27% | 35 |
|
|
2021
Q2 | $480K | Buy |
4,369
+200
| +5% | +$22K | 0.27% | 33 |
|
|
2021
Q1 | $454K | Hold |
4,169
| – | – | 0.32% | 28 |
|
|
2020
Q4 | $454K | Buy |
+4,169
| New | +$454K | 0.3% | 29 |
|