Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
8,847
-10,723
| -55% | -$1.04M | 0.04% | 333 |
|
|
2025
Q1 | $1.86M | Buy |
19,570
+1,145
| +6% | +$109K | 0.09% | 192 |
|
|
2024
Q4 | $1.76M | Sell |
18,425
-244
| -1% | -$23.3K | 0.08% | 203 |
|
|
2024
Q3 | $1.83M | Sell |
18,669
-1,926
| -9% | -$188K | 0.09% | 192 |
|
|
2024
Q2 | $1.94M | Buy |
+20,595
| New | +$1.94M | 0.23% | 80 |
|
|
2024
Q1 | – | Sell |
-17,530
| Closed | -$1.66M | – | 356 |
|
|
2023
Q4 | $1.66M | Buy |
17,530
+2,094
| +14% | +$198K | 0.11% | 187 |
|
|
2023
Q3 | $1.4M | Sell |
15,436
-711
| -4% | -$64.3K | 0.09% | 192 |
|
|
2023
Q2 | $1.49M | Buy |
16,147
+5,922
| +58% | +$545K | 0.13% | 147 |
|
|
2023
Q1 | $949K | Buy |
10,225
+2,410
| +31% | +$224K | 0.08% | 214 |
|
|
2022
Q4 | $703K | Sell |
7,815
-49
| -0.6% | -$4.41K | 0.07% | 247 |
|
|
2022
Q3 | $691K | Sell |
7,864
-10,156
| -56% | -$892K | 0.07% | 232 |
|
|
2022
Q2 | $1.64M | Buy |
+18,020
| New | +$1.64M | 0.13% | 168 |
|
|
2019
Q3 | – | Sell |
-214
| Closed | -$233 | – | 351 |
|
|
2019
Q2 | $233 | Buy |
+214
| New | +$233 | 0.01% | 514 |
|