Summit Wealth & Retirement Planning’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
2019
Q2
Sell
-3,679
Closed -$397K 137
2019
Q1
$397K Sell
3,679
-340
-8% -$36.7K 0.24% 91
2018
Q4
$405K Buy
+4,019
New +$405K 0.31% 69