OWA
Outlook Wealth Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
+4,045
| New | +$393K | 0.1% | 183 |
|
|
2025
Q1 | – | Sell |
-9,586
| Closed | -$915K | – | 268 |
|
|
2024
Q4 | $915K | Buy |
9,586
+6,218
| +185% | +$594K | 0.26% | 72 |
|
|
2024
Q3 | $329K | Sell |
3,368
-2,484
| -42% | -$243K | 0.09% | 208 |
|
|
2024
Q2 | $7.61M | Sell |
5,852
-29
| -0.5% | -$37.7K | 2.37% | 8 |
|
|
2024
Q1 | $560K | Buy |
+5,881
| New | +$560K | 0.17% | 125 |
|
|
2020
Q2 | – | Sell |
-3,477
| Closed | -$329K | – | 174 |
|
|
2020
Q1 | $329K | Buy |
+3,477
| New | +$329K | 0.19% | 114 |
|