Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Buy |
+192
| New | +$18.7K | ﹤0.01% | 659 |
|
|
2019
Q4 | – | Sell |
-783
| Closed | -$84 | – | 322 |
|
|
2019
Q3 | $84 | Buy |
783
+87
| +13% | +$9 | ﹤0.01% | 278 |
|
|
2019
Q2 | $75K | Sell |
696
-1,135
| -62% | -$122K | 0.04% | 197 |
|
|
2019
Q1 | $197K | Sell |
1,831
-220
| -11% | -$23.7K | 0.09% | 139 |
|
|
2018
Q4 | $216K | Sell |
2,051
-809
| -28% | -$85.2K | 0.11% | 125 |
|
|
2018
Q3 | $309K | Sell |
2,860
-433
| -13% | -$46.8K | 0.16% | 111 |
|
|
2018
Q2 | $351K | Sell |
3,293
-1,940
| -37% | -$207K | 0.2% | 107 |
|
|
2018
Q1 | $563K | Sell |
5,233
-7,460
| -59% | -$803K | 0.29% | 107 |
|
|
2017
Q4 | $1.39M | Buy |
+12,693
| New | +$1.39M | 0.77% | 35 |
|