Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-31,955
| Closed | -$861K | – | 111 |
|
|
2015
Q3 | $861K | Sell |
31,955
-13,039
| -29% | -$351K | 0.7% | 44 |
|
|
2015
Q2 | $1.3M | Sell |
44,994
-11,072
| -20% | -$320K | 0.97% | 33 |
|
|
2015
Q1 | $1.64M | Buy |
56,066
+3,493
| +7% | +$102K | 1.25% | 29 |
|
|
2014
Q4 | $1.52M | Buy |
52,573
+4,351
| +9% | +$126K | 1.17% | 28 |
|
|
2014
Q3 | $1.44M | Buy |
48,222
+6,400
| +15% | +$192K | 1.15% | 30 |
|
|
2014
Q2 | $1.3M | Buy |
41,822
+3,874
| +10% | +$120K | 1.01% | 33 |
|
|
2014
Q1 | $1.18M | Buy |
37,948
+13,071
| +53% | +$405K | 1% | 33 |
|
|
2013
Q4 | $768K | Buy |
+24,877
| New | +$768K | 0.67% | 39 |
|