MPS Loria Financial Planners’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 | $248K | Buy |
2,547
+81
| +3% | +$7.88K | 0.07% | 73 |
|
2025
Q1 | $235K | Buy |
2,466
+79
| +3% | +$7.53K | 0.07% | 75 |
|
2024
Q4 | $228K | Buy |
2,387
+25
| +1% | +$2.39K | 0.07% | 75 |
|
2024
Q3 | $231K | Sell |
2,362
-43
| -2% | -$4.21K | 0.07% | 78 |
|
2024
Q2 | $227K | Sell |
2,405
-56
| -2% | -$5.28K | 0.07% | 77 |
|
2024
Q1 | $234K | Sell |
2,461
-1,044
| -30% | -$99.4K | 0.08% | 74 |
|
2023
Q4 | $332K | Buy |
3,505
+17
| +0.5% | +$1.61K | 0.12% | 52 |
|
2023
Q3 | $315K | Buy |
3,488
+76
| +2% | +$6.87K | 0.12% | 54 |
|
2023
Q2 | $314K | Sell |
3,412
-20
| -0.6% | -$1.84K | 0.12% | 59 |
|
2023
Q1 | $319K | Buy |
3,432
+480
| +16% | +$44.6K | 0.13% | 52 |
|
2022
Q4 | $266K | Buy |
2,952
+16
| +0.5% | +$1.44K | 0.12% | 61 |
|
2022
Q3 | $258K | Sell |
2,936
-74
| -2% | -$6.5K | 0.1% | 59 |
|
2022
Q2 | $273K | Sell |
3,010
-74
| -2% | -$6.71K | 0.12% | 57 |
|
2022
Q1 | $316K | Sell |
3,084
-13
| -0.4% | -$1.33K | 0.13% | 59 |
|
2021
Q4 | $336K | Buy |
3,097
+19
| +0.6% | +$2.06K | 0.14% | 54 |
|
2021
Q3 | $336K | Sell |
3,078
-105
| -3% | -$11.5K | 0.15% | 51 |
|
2021
Q2 | $350K | Sell |
3,183
-31
| -1% | -$3.41K | 0.16% | 49 |
|
2021
Q1 | $349K | Sell |
3,214
-789
| -20% | -$85.7K | 0.16% | 49 |
|
2020
Q4 | $435K | Sell |
4,003
-47
| -1% | -$5.11K | 0.2% | 41 |
|
2020
Q3 | $422K | Buy |
4,050
+87
| +2% | +$9.07K | 0.22% | 36 |
|
2020
Q2 | $401K | Buy |
3,963
+917
| +30% | +$92.8K | 0.21% | 34 |
|
2020
Q1 | $288K | Sell |
3,046
-13,754
| -82% | -$1.3M | 0.22% | 43 |
|
2019
Q4 | $1.84M | Buy |
16,800
+13,055
| +349% | +$1.43M | 1.09% | 14 |
|
2019
Q3 | $407K | Sell |
3,745
-205
| -5% | -$22.3K | 0.26% | 33 |
|
2019
Q2 | $430K | Sell |
3,950
-37
| -0.9% | -$4.03K | 0.27% | 34 |
|
2019
Q1 | $430K | Sell |
3,987
-1,263
| -24% | -$136K | 0.29% | 34 |
|
2018
Q4 | $529K | Buy |
5,250
+1,181
| +29% | +$119K | 0.38% | 29 |
|
2018
Q3 | $443K | Buy |
4,069
+26
| +0.6% | +$2.83K | 0.28% | 35 |
|
2018
Q2 | $430K | Buy |
4,043
+37
| +0.9% | +$3.94K | 0.43% | 35 |
|
2018
Q1 | $431K | Sell |
4,006
-1,004
| -20% | -$108K | 0.3% | 36 |
|
2017
Q4 | $552K | Sell |
5,010
-109
| -2% | -$12K | 0.38% | 30 |
|
2017
Q3 | $573K | Buy |
5,119
+94
| +2% | +$10.5K | 0.41% | 27 |
|
2017
Q2 | $557K | Buy |
+5,025
| New | +$557K | 0.37% | 28 |
|