MPS Loria Financial Planners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Buy |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $349K | Sell |
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|
2020
Q4 | $435K | Sell |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $430K | Sell |
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|
2018
Q4 | $529K | Buy |
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|
2018
Q3 | $443K | Buy |
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|
2018
Q2 | $430K | Buy |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $552K | Sell |
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|
2017
Q3 | $573K | Buy |
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|
2017
Q2 | $557K | Buy |
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