MWPCG
Measured Wealth Private Client Group’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,681
| Closed | -$377K | – | 190 |
|
|
2022
Q1 | $377K | Sell |
3,681
-5,224
| -59% | -$535K | 0.14% | 89 |
|
|
2021
Q4 | $967K | Sell |
8,905
-1,609
| -15% | -$175K | 0.34% | 44 |
|
|
2021
Q3 | $1.15M | Sell |
10,514
-13,545
| -56% | -$1.48M | 0.44% | 36 |
|
|
2021
Q2 | $2.65M | Buy |
24,059
+1,187
| +5% | +$130K | 0.84% | 20 |
|
|
2021
Q1 | $2.49M | Buy |
22,872
+644
| +3% | +$70.1K | 0.88% | 18 |
|
|
2020
Q4 | $2.42M | Buy |
22,228
+3,832
| +21% | +$418K | 1.01% | 16 |
|
|
2020
Q3 | $1.92M | Buy |
18,396
+1,118
| +6% | +$117K | 0.93% | 17 |
|
|
2020
Q2 | $1.75M | Sell |
17,278
-2,556
| -13% | -$259K | 1.02% | 15 |
|
|
2020
Q1 | $1.88M | Sell |
19,834
-1,325
| -6% | -$126K | 1.46% | 12 |
|
|
2019
Q4 | $2.32M | Buy |
21,159
+1,924
| +10% | +$211K | 1.55% | 11 |
|
|
2019
Q3 | $2.09M | Buy |
19,235
+5,545
| +41% | +$603K | 1.35% | 16 |
|
|
2019
Q2 | $1.49M | Sell |
13,690
-10,766
| -44% | -$1.17M | 0.86% | 20 |
|
|
2019
Q1 | $880K | Buy |
24,456
+176
| +0.7% | +$6.33K | 0.54% | 36 |
|
|
2018
Q4 | $816K | Sell |
24,280
-1,320
| -5% | -$44.4K | 0.74% | 25 |
|
|
2018
Q3 | $923K | Hold |
25,600
| – | – | 0.55% | 25 |
|
|
2018
Q2 | $908K | Buy |
+25,600
| New | +$908K | 0.74% | 23 |
|
|
2017
Q3 | $1.15M | Buy |
+30,856
| New | +$1.15M | 1.57% | 15 |
|