Sunesis Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,355
| Closed | -$1.48M | – | 73 |
|
2023
Q3 | $1.48M | Buy |
+16,355
| New | +$1.48M | 1.05% | 13 |
|
2023
Q1 | $1.52M | Sell |
16,355
-218
| -1% | -$20.2K | 1.09% | 12 |
|
2022
Q4 | $1.49M | Hold |
16,573
| – | – | 0.95% | 19 |
|
2022
Q3 | $1.46M | Hold |
16,573
| – | – | 1% | 18 |
|
2022
Q2 | $1.5M | Hold |
16,573
| – | – | 0.98% | 20 |
|
2022
Q1 | $1.7M | Sell |
16,573
-1,350
| -8% | -$138K | 0.98% | 22 |
|
2021
Q4 | $1.95M | Buy |
+17,923
| New | +$1.95M | 1.43% | 13 |
|
2019
Q2 | – | Sell |
-21,647
| Closed | -$2.34M | – | 29 |
|
2019
Q1 | $2.34M | Hold |
21,647
| – | – | 2.35% | 8 |
|
2018
Q4 | $2.18M | Sell |
21,647
-276
| -1% | -$27.8K | 2.38% | 10 |
|
2018
Q3 | $2.37M | Sell |
21,923
-10
| -0% | -$1.08K | 2.39% | 10 |
|
2018
Q2 | $2.34M | Buy |
+21,933
| New | +$2.34M | 2.87% | 10 |
|