Petix & Botte Financial’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 | $202K | Buy |
+2,080
| New | +$202K | 0.05% | 129 |
|
|
2024
Q4 | – | Sell |
-2,080
| Closed | -$203K | – | 130 |
|
|
2024
Q3 | $203K | Buy |
+2,080
| New | +$203K | 0.05% | 123 |
|
|
2024
Q1 | – | Sell |
-3,088
| Closed | -$293K | – | 150 |
|
|
2023
Q4 | $293K | Buy |
3,088
+157
| +5% | +$14.9K | 0.09% | 99 |
|
|
2023
Q3 | $265K | Hold |
2,931
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $270K | Buy |
2,931
+264
| +10% | +$24.3K | 0.08% | 103 |
|
|
2023
Q1 | $248K | Buy |
+2,667
| New | +$248K | 0.17% | 66 |
|
|
2022
Q2 | – | Sell |
-4,353
| Closed | -$446K | – | 92 |
|
|
2022
Q1 | $446K | Buy |
4,353
+2,202
| +102% | +$226K | 0.14% | 70 |
|
|
2021
Q4 | $234K | Sell |
2,151
-3,290
| -60% | -$358K | 0.15% | 75 |
|
|
2021
Q3 | $594K | Buy |
5,441
+2,421
| +80% | +$264K | 0.2% | 61 |
|
|
2021
Q2 | $332K | Sell |
3,020
-506
| -14% | -$55.6K | 0.23% | 63 |
|
|
2021
Q1 | $384K | Sell |
3,526
-387
| -10% | -$42.1K | 0.28% | 62 |
|
|
2020
Q4 | $426K | Sell |
3,913
-233
| -6% | -$25.4K | 0.32% | 53 |
|
|
2020
Q3 | $431K | Sell |
4,146
-5,499
| -57% | -$572K | 0.34% | 50 |
|
|
2020
Q2 | $488K | Buy |
9,645
+4,514
| +88% | +$228K | 0.4% | 42 |
|
|
2020
Q1 | $486K | Sell |
5,131
-613
| -11% | -$58.1K | 0.47% | 41 |
|
|
2019
Q4 | $628K | Buy |
+5,744
| New | +$628K | 0.49% | 42 |
|