Wealthcare Advisory Partners’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
Q1 | – | Sell |
-2,744
| Closed | -$247K | – | 717 |
|
2022
Q4 | $247K | Buy |
+2,744
| New | +$247K | 0.01% | 587 |
|
2021
Q2 | – | Sell |
-523
| Closed | -$57K | – | 1229 |
|
2021
Q1 | $57K | Sell |
523
-1,737
| -77% | -$189K | ﹤0.01% | 837 |
|
2020
Q4 | $246K | Buy |
2,260
+325
| +17% | +$35.4K | 0.02% | 361 |
|
2020
Q3 | $202K | Buy |
+1,935
| New | +$202K | 0.02% | 336 |
|
2020
Q2 | – | Sell |
-1,648
| Closed | -$156K | – | 881 |
|
2020
Q1 | $156K | Buy |
1,648
+295
| +22% | +$27.9K | 0.02% | 304 |
|
2019
Q4 | $148K | Buy |
1,353
+987
| +270% | +$108K | 0.02% | 335 |
|
2019
Q3 | $40K | Buy |
366
+160
| +78% | +$17.5K | 0.01% | 584 |
|
2019
Q2 | $22K | Sell |
206
-2
| -1% | -$214 | ﹤0.01% | 698 |
|
2019
Q1 | $22K | Sell |
208
-233
| -53% | -$24.6K | ﹤0.01% | 636 |
|
2018
Q4 | $44K | Sell |
441
-167
| -27% | -$16.7K | 0.01% | 455 |
|
2018
Q3 | $66K | Sell |
608
-32
| -5% | -$3.47K | 0.01% | 412 |
|
2018
Q2 | $68K | Buy |
640
+46
| +8% | +$4.89K | 0.01% | 401 |
|
2018
Q1 | $64K | Buy |
594
+156
| +36% | +$16.8K | 0.01% | 354 |
|
2017
Q4 | $48K | Buy |
438
+316
| +259% | +$34.6K | 0.01% | 377 |
|
2017
Q3 | $14K | Buy |
+122
| New | +$14K | ﹤0.01% | 485 |
|