WP
WealthShield Partners’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-576
| Closed | -$54.6K | – | 499 |
|
|
2023
Q4 | $54.6K | Buy |
+576
| New | +$54.6K | 0.01% | 358 |
|
|
2021
Q2 | – | Sell |
-124
| Closed | -$13K | – | 961 |
|
|
2021
Q1 | $13K | Buy |
+124
| New | +$13K | ﹤0.01% | 755 |
|
|
2020
Q4 | – | Sell |
-168
| Closed | -$18K | – | 353 |
|
|
2020
Q3 | $18K | Sell |
168
-6
| -3% | -$643 | 0.01% | 334 |
|
|
2020
Q2 | $18K | Hold |
174
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $16K | Sell |
174
-1,095
| -86% | -$101K | 0.01% | 213 |
|
|
2019
Q4 | $139K | Hold |
1,269
| – | – | 0.07% | 186 |
|
|
2019
Q3 | $138K | Sell |
1,269
-48,268
| -97% | -$5.25M | 0.07% | 176 |
|
|
2019
Q2 | $5.4M | Buy |
49,537
+46,700
| +1,646% | +$5.09M | 3.13% | 6 |
|
|
2019
Q1 | $102K | Sell |
2,837
-873
| -24% | -$31.4K | 0.06% | 173 |
|
|
2018
Q4 | $125K | Sell |
3,710
-10,439
| -74% | -$352K | 0.09% | 139 |
|
|
2018
Q3 | $510K | Sell |
14,149
-452
| -3% | -$16.3K | 0.29% | 63 |
|
|
2018
Q2 | $518K | Sell |
14,601
-164,557
| -92% | -$5.84M | 0.32% | 57 |
|
|
2018
Q1 | $6.42M | Sell |
179,158
-16,067
| -8% | -$576K | 4.07% | 2 |
|
|
2017
Q4 | $7.17M | Buy |
+195,225
| New | +$7.17M | 4.37% | 2 |
|