Tempus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,505
| Closed | -$2.89M | – | 205 |
|
|
2023
Q4 | $2.89M | Buy |
30,505
+27,852
| +1,050% | +$2.64M | 1.27% | 15 |
|
|
2023
Q3 | $240K | Sell |
2,653
-32,174
| -92% | -$2.91M | 0.12% | 146 |
|
|
2023
Q2 | $3.21M | Buy |
34,827
+32,442
| +1,360% | +$2.99M | 1.45% | 12 |
|
|
2023
Q1 | $221K | Sell |
2,385
-567
| -19% | -$52.6K | 0.11% | 160 |
|
|
2022
Q4 | $266K | Sell |
2,952
-948
| -24% | -$85.3K | 0.16% | 143 |
|
|
2022
Q3 | $343K | Buy |
3,900
+59
| +2% | +$5.19K | 0.23% | 119 |
|
|
2022
Q2 | $348K | Sell |
3,841
-78
| -2% | -$7.07K | 0.29% | 92 |
|
|
2022
Q1 | $402K | Sell |
3,919
-28,279
| -88% | -$2.9M | 0.29% | 91 |
|
|
2021
Q4 | $3.5M | Buy |
32,198
+670
| +2% | +$72.7K | 1.89% | 8 |
|
|
2021
Q3 | $3.45M | Buy |
31,528
+2,152
| +7% | +$235K | 1.95% | 8 |
|
|
2021
Q2 | $3.23M | Sell |
29,376
-7,908
| -21% | -$870K | 2.14% | 7 |
|
|
2021
Q1 | $4.06M | Buy |
+37,284
| New | +$4.06M | 4.29% | 3 |
|