Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $299K | Buy |
+2,868
| New | +$299K | 0.01% | 343 |
|
|
2019
Q2 | – | Sell |
-8
| Closed | -$1K | – | 1269 |
|
|
2019
Q1 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 2348 |
|
|
2018
Q4 | $1K | Sell |
7
-10
| -59% | -$1.43K | ﹤0.01% | 2284 |
|
|
2018
Q3 | $2K | Buy |
17
+10
| +143% | +$1.18K | ﹤0.01% | 2162 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2316 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2348 |
|
|
2017
Q4 | $1K | Sell |
7
-25
| -78% | -$3.57K | ﹤0.01% | 2295 |
|
|
2017
Q3 | $4K | Sell |
32
-17
| -35% | -$2.13K | ﹤0.01% | 1851 |
|
|
2017
Q2 | $6K | Sell |
49
-50
| -51% | -$6.12K | ﹤0.01% | 1711 |
|
|
2017
Q1 | $11K | Buy |
99
+75
| +313% | +$8.33K | ﹤0.01% | 1305 |
|
|
2016
Q4 | $3K | Buy |
24
+1
| +4% | +$125 | ﹤0.01% | 1481 |
|
|
2016
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1477 |
|
|
2016
Q2 | $2K | Sell |
23
-16
| -41% | -$1.39K | ﹤0.01% | 1518 |
|
|
2016
Q1 | $4K | Buy |
39
+1
| +3% | +$103 | ﹤0.01% | 1390 |
|
|
2015
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 1399 |
|