MPS Loria Financial Planners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

MPS Loria Financial Planners’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell	2,783 -20	-0.7%	-$1.94K	0.07%	78
2025 Q4	$272K	Buy	2,803 +153	+6%	+$14.9K	0.07%	75
2025 Q3	$260K	Buy	2,650 +103	+4%	+$10K	0.07%	73
2025 Q2	$248K	Buy	2,547 +81	+3%	+$7.69K	0.07%	73
2025 Q1	$235K	Buy	2,466 +79	+3%	+$7.6K	0.07%	75
2024 Q4	$228K	Buy	2,387 +25	+1%	+$2.41K	0.07%	75
2024 Q3	$231K	Sell	2,362 -43	-2%	-$4.13K	0.07%	78
2024 Q2	$227K	Sell	2,405 -56	-2%	-$5.26K	0.07%	77
2024 Q1	$234K	Sell	2,461 -1,044	-30%	-$98.8K	0.08%	74
2023 Q4	$332K	Buy	3,505 +17	+0.5%	+$1.55K	0.12%	52
2023 Q3	$315K	Buy	3,488 +76	+2%	+$6.96K	0.12%	54
2023 Q2	$314K	Sell	3,412 -20	-0.6%	-$1.83K	0.12%	59
2023 Q1	$319K	Buy	3,432 +480	+16%	+$44.1K	0.13%	52
2022 Q4	$266K	Buy	2,952 +16	+0.5%	+$1.45K	0.12%	61
2022 Q3	$258K	Sell	2,936 -74	-2%	-$6.89K	0.1%	59
2022 Q2	$273K	Sell	3,010 -74	-2%	-$7.14K	0.12%	57
2022 Q1	$316K	Sell	3,084 -13	-0.4%	-$1.35K	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%	-$3.38K	0.16%	49
2021 Q1	$349K	Sell	3,214 -789	-20%	-$85.7K	0.16%	49
2020 Q4	$435K	Sell	4,003 -47	-1%	-$5.01K	0.2%	41
2020 Q3	$422K	Buy	4,050 +87	+2%	+$9.09K	0.22%	36
2020 Q2	$401K	Buy	3,963 +917	+30%	+$91.3K	0.21%	34
2020 Q1	$288K	Sell	3,046 -13,754	-82%	-$1.44M	0.22%	43
2019 Q4	$1.84M	Buy	16,800 +13,055	+349%	+$1.42M	1.09%	14
2019 Q3	$407K	Sell	3,745 -205	-5%	-$22.2K	0.26%	33
2019 Q2	$430K	Sell	3,950 -37	-0.9%	-$3.99K	0.27%	34
2019 Q1	$430K	Sell	3,987 -1,263	-24%	-$134K	0.29%	34
2018 Q4	$529K	Buy	5,250 +1,181	+29%	+$123K	0.38%	29
2018 Q3	$443K	Buy	4,069 +26	+0.6%	+$2.79K	0.28%	35
2018 Q2	$430K	Buy	4,043 +37	+0.9%	+$3.97K	0.43%	35
2018 Q1	$431K	Sell	4,006 -1,004	-20%	-$109K	0.3%	36
2017 Q4	$552K	Sell	5,010 -109	-2%	-$12.1K	0.38%	30
2017 Q3	$573K	Buy	5,119 +94	+2%	+$10.5K	0.41%	27
2017 Q2	$557K	Buy	+5,025	New	+$559K	0.37%	28