WealthPlan Investment Management’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
-5,708
Closed -$525K 512
2022
Q4
$525K Sell
5,708
-182
-3% -$16.7K 0.04% 248
2022
Q3
$540K Buy
+5,890
New +$540K 0.04% 235
2022
Q1
$1.01M Buy
+10,380
New +$1.01M 0.07% 170