Personal CFO Solutions’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 | $1.66M | Sell |
17,030
-427
| -2% | -$41.5K | 0.31% | 59 |
|
|
2025
Q1 | $1.66M | Buy |
17,457
+781
| +5% | +$74.4K | 0.34% | 55 |
|
|
2024
Q4 | $1.59M | Buy |
16,676
+400
| +2% | +$38.2K | 0.31% | 59 |
|
|
2024
Q3 | $1.59M | Sell |
16,276
-603
| -4% | -$59K | 0.22% | 85 |
|
|
2024
Q2 | $1.59M | Sell |
16,879
-1,165
| -6% | -$110K | 0.24% | 78 |
|
|
2024
Q1 | $1.72M | Sell |
18,044
-935
| -5% | -$89K | 0.27% | 74 |
|
|
2023
Q4 | $1.8M | Sell |
18,979
-1,443
| -7% | -$137K | 0.31% | 58 |
|
|
2023
Q3 | $1.85M | Sell |
20,422
-1,779
| -8% | -$161K | 0.36% | 61 |
|
|
2023
Q2 | $2.04M | Buy |
22,201
+19,744
| +804% | +$1.82M | 0.41% | 58 |
|
|
2023
Q1 | $228K | Sell |
2,457
-21,657
| -90% | -$2.01M | 0.05% | 405 |
|
|
2022
Q4 | $2.17M | Buy |
24,114
+21,657
| +881% | +$1.95M | 0.46% | 45 |
|
|
2022
Q3 | $216K | Sell |
2,457
-18
| -0.7% | -$1.58K | 0.05% | 351 |
|
|
2022
Q2 | $225K | Hold |
2,475
| – | – | 0.05% | 356 |
|
|
2022
Q1 | $254K | Sell |
2,475
-10,462
| -81% | -$1.07M | 0.05% | 379 |
|
|
2021
Q4 | $1.41M | Buy |
12,937
+517
| +4% | +$56.1K | 0.26% | 70 |
|
|
2021
Q3 | $1.36M | Sell |
12,420
-422
| -3% | -$46.1K | 0.28% | 71 |
|
|
2021
Q2 | $1.41M | Buy |
12,842
+769
| +6% | +$84.6K | 0.29% | 69 |
|
|
2021
Q1 | $1.31M | Buy |
12,073
+72
| +0.6% | +$7.84K | 0.28% | 69 |
|
|
2020
Q4 | $1.31M | Buy |
12,001
+590
| +5% | +$64.3K | 0.32% | 66 |
|
|
2020
Q3 | $1K | Buy |
+11,411
| New | +$1K | 0.33% | 91 |
|
|
2020
Q2 | – | Sell |
-16,501
| Closed | -$1.56M | – | 340 |
|
|
2020
Q1 | $1.56M | Buy |
16,501
+4,615
| +39% | +$437K | 0.56% | 41 |
|
|
2019
Q4 | $1.3M | Buy |
11,886
+201
| +2% | +$22K | 0.37% | 53 |
|
|
2019
Q3 | $1.28M | Buy |
+11,685
| New | +$1.28M | 0.51% | 43 |
|