Martel Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-41,070
| Closed | -$4.15M | – | 41 |
|
|
2020
Q2 | $4.15M | Buy |
41,070
+576
| +1% | +$58.3K | 1.44% | 11 |
|
|
2020
Q1 | $3.84M | Sell |
40,494
-372
| -0.9% | -$35.2K | 1.5% | 10 |
|
|
2019
Q4 | $4.48M | Buy |
40,866
+1,515
| +4% | +$166K | 1.54% | 10 |
|
|
2019
Q3 | $4.28M | Buy |
39,351
+11,686
| +42% | +$1.27M | 1.54% | 10 |
|
|
2019
Q2 | $3.01M | Buy |
27,665
+381
| +1% | +$41.5K | 1.1% | 15 |
|
|
2019
Q1 | $2.94M | Buy |
27,284
+12,138
| +80% | +$1.31M | 1.11% | 16 |
|
|
2018
Q4 | $1.53M | Sell |
15,146
-146
| -1% | -$14.7K | 0.63% | 20 |
|
|
2018
Q3 | $1.65M | Buy |
+15,292
| New | +$1.65M | 0.63% | 20 |
|