Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
44,477
+7,450
| +20% | +$190K | 0.05% | 123 |
|
|
2025
Q1 | $932K | Buy |
37,027
+823
| +2% | +$20.7K | 0.04% | 125 |
|
|
2024
Q4 | $914K | Sell |
36,204
-36,632
| -50% | -$925K | 0.04% | 130 |
|
|
2024
Q3 | $1.88M | Buy |
72,836
+5,007
| +7% | +$129K | 0.09% | 112 |
|
|
2024
Q2 | $1.69M | Buy |
67,829
+22,250
| +49% | +$556K | 0.09% | 113 |
|
|
2024
Q1 | $1.15M | Buy |
45,579
+6,015
| +15% | +$152K | 0.06% | 115 |
|
|
2023
Q4 | $995K | Buy |
+39,564
| New | +$995K | 0.06% | 123 |
|
|
2023
Q2 | – | Sell |
-180,272
| Closed | -$4.48M | – | 1116 |
|
|
2023
Q1 | $4.48M | Buy |
180,272
+6,685
| +4% | +$166K | 0.3% | 83 |
|
|
2022
Q4 | $4.21M | Buy |
173,587
+8,054
| +5% | +$195K | 0.29% | 79 |
|
|
2022
Q3 | $3.94M | Buy |
165,533
+154,362
| +1,382% | +$3.67M | 0.33% | 66 |
|
|
2022
Q2 | $269K | Buy |
+11,171
| New | +$269K | 0.02% | 149 |
|
|
2022
Q1 | – | Sell |
-322
| Closed | -$9K | – | 862 |
|
|
2021
Q4 | $9K | Buy |
322
+10
| +3% | +$280 | ﹤0.01% | 492 |
|
|
2021
Q3 | $9K | Sell |
312
-162
| -34% | -$4.67K | ﹤0.01% | 476 |
|
|
2021
Q2 | $13K | Buy |
474
+162
| +52% | +$4.44K | ﹤0.01% | 411 |
|
|
2021
Q1 | $9K | Buy |
+312
| New | +$9K | ﹤0.01% | 431 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 555 |
|
|
2020
Q2 | – | Sell |
-220
| Closed | -$5K | – | 474 |
|
|
2020
Q1 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 332 |
|