RMR Wealth Builders’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,903
| Closed | -$208K | – | 162 |
|
|
2021
Q3 | $208K | Buy |
+1,903
| New | +$208K | 0.06% | 180 |
|
|
2021
Q2 | – | Sell |
-2,694
| Closed | -$293K | – | 439 |
|
|
2021
Q1 | $293K | Buy |
2,694
+1,636
| +155% | +$178K | 0.08% | 136 |
|
|
2020
Q4 | $115K | Sell |
1,058
-1,608
| -60% | -$175K | 0.06% | 196 |
|
|
2020
Q3 | $278K | Buy |
2,666
+2,256
| +550% | +$235K | 0.07% | 162 |
|
|
2020
Q2 | $42K | Buy |
+410
| New | +$42K | 0.04% | 244 |
|
|
2019
Q4 | $36K | Buy |
+333
| New | +$36K | 0.03% | 259 |
|