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