SFWC
Strategic Family Wealth Counselors’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
Q2 | – | Sell |
-3,143
| Closed | -$292K | – | 111 |
|
|
2023
Q1 | $292K | Hold |
3,143
| – | – | 0.14% | 74 |
|
|
2022
Q4 | $283K | Buy |
+3,143
| New | +$283K | 0.14% | 77 |
|
|
2022
Q2 | – | Sell |
-2,514
| Closed | -$258K | – | 100 |
|
|
2022
Q1 | $258K | Hold |
2,514
| – | – | 0.1% | 85 |
|
|
2021
Q4 | $273K | Buy |
+2,514
| New | +$273K | 0.09% | 82 |
|
|
2020
Q1 | – | Sell |
-3,160
| Closed | -$346K | – | 77 |
|
|
2019
Q4 | $346K | Buy |
+3,160
| New | +$346K | 0.28% | 46 |
|