WCFA
Walkner Condon Financial Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,217
| Closed | -$3.08M | – | 287 |
|
|
2024
Q4 | $3.08M | Buy |
32,217
+19,306
| +150% | +$1.84M | 0.63% | 42 |
|
|
2024
Q3 | $1.26M | Sell |
12,911
-12,156
| -48% | -$1.19M | 0.26% | 83 |
|
|
2024
Q2 | $2.36M | Sell |
25,067
-877
| -3% | -$82.7K | 0.51% | 50 |
|
|
2024
Q1 | $2.47M | Buy |
+25,944
| New | +$2.47M | 0.52% | 52 |
|