PWM
Prentice Wealth Management’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 | $1.31M | Buy |
+13,473
| New | +$1.31M | 0.34% | 38 |
|
|
2025
Q1 | – | Sell |
-8,132
| Closed | -$776K | – | 113 |
|
|
2024
Q4 | $776K | Buy |
+8,132
| New | +$776K | 0.22% | 52 |
|
|
2023
Q1 | – | Sell |
-5,199
| Closed | -$468K | – | 97 |
|
|
2022
Q4 | $468K | Buy |
+5,199
| New | +$468K | 0.24% | 47 |
|
|
2022
Q2 | – | Sell |
-4,136
| Closed | -$425K | – | 164 |
|
|
2022
Q1 | $425K | Buy |
4,136
+225
| +6% | +$23.1K | 0.2% | 51 |
|
|
2021
Q4 | $425K | Buy |
3,911
+938
| +32% | +$102K | 0.2% | 55 |
|
|
2021
Q3 | $325K | Buy |
2,973
+459
| +18% | +$50.2K | 0.16% | 64 |
|
|
2021
Q2 | $276K | Buy |
2,514
+631
| +34% | +$69.3K | 0.14% | 77 |
|
|
2021
Q1 | $205K | Buy |
+1,883
| New | +$205K | 0.11% | 89 |
|