Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,517
| Closed | -$238K | – | 619 |
|
|
2023
Q4 | $238K | Buy |
2,517
+276
| +12% | +$26.1K | ﹤0.01% | 495 |
|
|
2023
Q3 | $203K | Sell |
2,241
-31
| -1% | -$2.8K | ﹤0.01% | 489 |
|
|
2023
Q2 | $209K | Sell |
2,272
-742
| -25% | -$68.3K | ﹤0.01% | 506 |
|
|
2023
Q1 | $280K | Sell |
3,014
-329
| -10% | -$30.5K | 0.01% | 429 |
|
|
2022
Q4 | $312K | Buy |
3,343
+53
| +2% | +$4.95K | 0.01% | 367 |
|
|
2022
Q3 | $289K | Buy |
3,290
+5
| +0.2% | +$439 | 0.01% | 356 |
|
|
2022
Q2 | $298K | Sell |
3,285
-110
| -3% | -$9.98K | 0.01% | 388 |
|
|
2022
Q1 | $348K | Buy |
3,395
+3,205
| +1,687% | +$329K | 0.01% | 336 |
|
|
2021
Q4 | $434K | Sell |
190
-4,080
| -96% | -$9.32M | 0.02% | 317 |
|
|
2021
Q3 | $467K | Sell |
4,270
-1,314
| -24% | -$144K | 0.02% | 287 |
|
|
2021
Q2 | $614K | Buy |
5,584
+556
| +11% | +$61.1K | 0.03% | 253 |
|
|
2021
Q1 | $547K | Buy |
5,028
+2,559
| +104% | +$278K | 0.03% | 248 |
|
|
2020
Q4 | $269K | Buy |
+2,469
| New | +$269K | 0.02% | 266 |
|