Altium Wealth Management’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-41,635
| Closed | -$1.12M | – | 352 |
|
2019
Q4 | $1.12M | Hold |
41,635
| – | – | 0.13% | 86 |
|
2019
Q3 | $1.13M | Buy |
41,635
+4,750
| +13% | +$128K | 0.15% | 82 |
|
2019
Q2 | $1M | Buy |
36,885
+16,775
| +83% | +$457K | 0.15% | 82 |
|
2019
Q1 | $548K | Buy |
20,110
+5,746
| +40% | +$157K | 0.09% | 149 |
|
2018
Q4 | $374K | Buy |
+14,364
| New | +$374K | 0.07% | 178 |
|