TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,551
| Closed | -$719K | – | 288 |
|
|
2024
Q1 | $719K | Sell |
7,551
-12,793
| -63% | -$1.22M | 0.08% | 126 |
|
|
2023
Q4 | $1.93M | Sell |
20,344
-19,975
| -50% | -$1.89M | 0.24% | 65 |
|
|
2023
Q3 | $3.64M | Buy |
+40,319
| New | +$3.64M | 0.51% | 39 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 478 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 746 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 716 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 751 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 808 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 491 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 796 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$3.5K | – | 604 |
|
|
2018
Q3 | $3.5K | Buy |
+32
| New | +$3.5K | ﹤0.01% | 946 |
|