Colton Groome 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,994
| Closed | -$737K | – | 128 |
|
|
2022
Q3 | $737K | Buy |
30,994
+1,344
| +5% | +$32K | 0.38% | 49 |
|
|
2022
Q2 | $715K | Sell |
29,650
-3,880
| -12% | -$93.6K | 0.36% | 43 |
|
|
2022
Q1 | $880K | Sell |
33,530
-43,062
| -56% | -$1.13M | 0.41% | 41 |
|
|
2021
Q4 | $2.08M | Buy |
76,592
+29,822
| +64% | +$809K | 0.84% | 34 |
|
|
2021
Q3 | $1.28M | Buy |
46,770
+11,204
| +32% | +$307K | 0.56% | 37 |
|
|
2021
Q2 | $981K | Sell |
35,566
-333
| -0.9% | -$9.19K | 0.45% | 40 |
|
|
2021
Q1 | $981K | Buy |
35,899
+4,311
| +14% | +$118K | 0.55% | 27 |
|
|
2020
Q4 | $851K | Buy |
31,588
+551
| +2% | +$14.8K | 0.55% | 32 |
|
|
2020
Q3 | $803K | Buy |
31,037
+4,110
| +15% | +$106K | 0.56% | 31 |
|
|
2020
Q2 | $679K | Buy |
26,927
+11,208
| +71% | +$283K | 0.49% | 32 |
|
|
2020
Q1 | $370K | Sell |
15,719
-10,701
| -41% | -$252K | 0.31% | 40 |
|
|
2019
Q4 | $712K | Buy |
26,420
+1,250
| +5% | +$33.7K | 0.51% | 37 |
|
|
2019
Q3 | $673K | Buy |
25,170
+1,298
| +5% | +$34.7K | 0.5% | 39 |
|
|
2019
Q2 | $650K | Buy |
+23,872
| New | +$650K | 0.52% | 32 |
|