Sound Financial Strategies Group’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-176
| Closed | -$16.8K | – | 100 |
|
|
2024
Q1 | $16.8K | Hold |
176
| – | – | 0.01% | 65 |
|
|
2023
Q4 | $16.7K | Hold |
176
| – | – | 0.01% | 64 |
|
|
2023
Q3 | $15.9K | Hold |
176
| – | – | 0.01% | 69 |
|
|
2023
Q2 | $16.2K | Hold |
176
| – | – | 0.01% | 68 |
|
|
2023
Q1 | $16.3K | Buy |
+176
| New | +$16.3K | 0.01% | 52 |
|
|
2022
Q4 | – | Sell |
-176
| Closed | -$15K | – | 65 |
|
|
2022
Q3 | $15K | Buy |
+176
| New | +$15K | 0.02% | 23 |
|
|
2022
Q1 | – | Sell |
-463,948
| Closed | -$50.4M | – | 90 |
|
|
2021
Q4 | $50.4M | Buy |
+463,948
| New | +$50.4M | 25.19% | 2 |
|