Pinnacle Wealth Management Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-5,375
| Closed | -$592K | – | 147 |
|
2017
Q4 | $592K | Sell |
5,375
-49
| -0.9% | -$5.4K | 0.33% | 80 |
|
2017
Q3 | $607K | Sell |
5,424
-119
| -2% | -$13.3K | 0.35% | 82 |
|
2017
Q2 | $619K | Buy |
5,543
+161
| +3% | +$18K | 0.38% | 80 |
|
2017
Q1 | $596K | Buy |
5,382
+49
| +0.9% | +$5.43K | 0.41% | 73 |
|
2016
Q4 | $583K | Hold |
5,333
| – | – | 0.42% | 70 |
|
2016
Q3 | $588K | Buy |
5,333
+1,666
| +45% | +$184K | 0.45% | 66 |
|
2016
Q2 | $393K | Hold |
3,667
| – | – | 0.31% | 81 |
|
2016
Q1 | $377K | Sell |
3,667
-15
| -0.4% | -$1.54K | 0.33% | 77 |
|
2015
Q4 | $375K | Buy |
+3,682
| New | +$375K | 0.34% | 74 |
|