PWAG
Polaris Wealth Advisory Group’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,881
| Closed | -$104K | – | 304 |
|
|
2018
Q3 | $104K | Buy |
2,881
+1,810
| +169% | +$65.3K | 0.01% | 188 |
|
|
2018
Q2 | $38K | Sell |
1,071
-2,880
| -73% | -$102K | ﹤0.01% | 144 |
|
|
2018
Q1 | $142K | Buy |
+3,951
| New | +$142K | 0.01% | 152 |
|
|
2017
Q4 | – | Sell |
-9,270
| Closed | -$346K | – | 156 |
|
|
2017
Q3 | $346K | Buy |
+9,270
| New | +$346K | 0.03% | 113 |
|
|
2013
Q3 | – | Sell |
-18,620
| Closed | -$735K | – | 152 |
|
|
2013
Q2 | $735K | Buy |
+18,620
| New | +$735K | 0.3% | 38 |
|