Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,897
| Closed | -$642K | – | 216 |
|
|
2021
Q1 | $642K | Hold |
5,897
| – | – | 0.06% | 220 |
|
|
2020
Q4 | $642K | Buy |
5,897
+500
| +9% | +$54.4K | 0.06% | 215 |
|
|
2020
Q3 | $563K | Buy |
5,397
+682
| +14% | +$71.1K | 0.06% | 206 |
|
|
2020
Q2 | $477K | Buy |
4,715
+1,667
| +55% | +$169K | 0.06% | 219 |
|
|
2020
Q1 | $289K | Hold |
3,048
| – | – | 0.04% | 249 |
|
|
2019
Q4 | $334K | Hold |
3,048
| – | – | 0.04% | 278 |
|
|
2019
Q3 | $331K | Sell |
3,048
-8
| -0.3% | -$869 | 0.04% | 266 |
|
|
2019
Q2 | $333K | Sell |
3,056
-2
| -0.1% | -$218 | 0.04% | 267 |
|
|
2019
Q1 | $330K | Hold |
3,058
| – | – | 0.04% | 269 |
|
|
2018
Q4 | $321K | Buy |
3,058
+9
| +0.3% | +$945 | 0.05% | 263 |
|
|
2018
Q3 | $330K | Hold |
3,049
| – | – | 0.04% | 280 |
|
|
2018
Q2 | $325K | Hold |
3,049
| – | – | 0.04% | 279 |
|
|
2018
Q1 | $328K | Sell |
3,049
-93
| -3% | -$10K | 0.04% | 274 |
|
|
2017
Q4 | $346K | Buy |
+3,142
| New | +$346K | 0.04% | 273 |
|