McKinley Carter Wealth Services’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
Q4 | – | Sell |
-3,144
| Closed | -$276K | – | 294 |
|
2022
Q3 | $276K | Sell |
3,144
-1,948
| -38% | -$171K | 0.03% | 240 |
|
2022
Q2 | $462K | Sell |
5,092
-1,831
| -26% | -$166K | 0.04% | 205 |
|
2022
Q1 | $710K | Sell |
6,923
-921
| -12% | -$94.5K | 0.06% | 173 |
|
2021
Q4 | $852K | Sell |
7,844
-2,157
| -22% | -$234K | 0.06% | 152 |
|
2021
Q3 | $1.09M | Sell |
10,001
-1,453
| -13% | -$159K | 0.09% | 136 |
|
2021
Q2 | $1.26M | Sell |
11,454
-185
| -2% | -$20.3K | 0.1% | 132 |
|
2021
Q1 | $1.27M | Sell |
11,639
-1,413
| -11% | -$154K | 0.11% | 138 |
|
2020
Q4 | $1.42M | Buy |
+13,052
| New | +$1.42M | 0.19% | 109 |
|