SOA Wealth Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-18
| Closed | -$1.66K | – | 948 |
|
2023
Q2 | $1.66K | Hold |
18
| – | – | ﹤0.01% | 742 |
|
2023
Q1 | $1.67K | Hold |
18
| – | – | ﹤0.01% | 746 |
|
2022
Q4 | $1.62K | Sell |
18
-141
| -89% | -$12.7K | ﹤0.01% | 755 |
|
2022
Q3 | $13K | Buy |
159
+18
| +13% | +$1.47K | ﹤0.01% | 468 |
|
2022
Q2 | $12K | Hold |
141
| – | – | ﹤0.01% | 471 |
|
2022
Q1 | $14K | Hold |
141
| – | – | ﹤0.01% | 522 |
|
2021
Q4 | $15K | Hold |
141
| – | – | ﹤0.01% | 498 |
|
2021
Q3 | $15K | Sell |
141
-141
| -50% | -$15K | ﹤0.01% | 507 |
|
2021
Q2 | $31K | Hold |
282
| – | – | 0.01% | 386 |
|
2021
Q1 | $30K | Hold |
282
| – | – | 0.01% | 332 |
|
2020
Q4 | $30K | Buy |
+282
| New | +$30K | 0.01% | 334 |
|