SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-287
| Closed | -$25K | – | 440 |
|
|
2022
Q3 | $25K | Hold |
287
| – | – | 0.01% | 395 |
|
|
2022
Q2 | $26K | Buy |
287
+196
| +215% | +$17.8K | 0.01% | 430 |
|
|
2022
Q1 | $9K | Buy |
91
+59
| +184% | +$5.84K | ﹤0.01% | 541 |
|
|
2021
Q4 | $3K | Buy |
32
+5
| +19% | +$469 | ﹤0.01% | 586 |
|
|
2021
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 523 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$18K | – | 369 |
|
|
2020
Q2 | $18K | Hold |
175
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $17K | Hold |
175
| – | – | 0.03% | 121 |
|
|
2019
Q4 | $19K | Hold |
175
| – | – | 0.02% | 123 |
|
|
2019
Q3 | $19K | Buy |
+175
| New | +$19K | 0.03% | 126 |
|