Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $287K | Sell |
10,392
-2,414
| -19% | -$66.7K | 1.16% | 23 |
|
|
2017
Q2 | $354K | Sell |
12,806
-1,888
| -13% | -$52.2K | 0.34% | 84 |
|
|
2017
Q1 | $406K | Hold |
14,694
| – | – | 0.09% | 292 |
|
|
2016
Q4 | $406K | Sell |
14,694
-8,098
| -36% | -$224K | 0.09% | 299 |
|
|
2016
Q3 | $632K | Buy |
22,792
+1,335
| +6% | +$37K | 0.08% | 328 |
|
|
2016
Q2 | $579K | Buy |
+21,457
| New | +$579K | 0.08% | 314 |
|
|
2016
Q1 | – | Sell |
-29,229
| Closed | -$753K | – | 705 |
|
|
2015
Q4 | $753K | Sell |
29,229
-25,208
| -46% | -$649K | 0.1% | 255 |
|
|
2015
Q3 | $1.47M | Sell |
54,437
-94
| -0.2% | -$2.53K | 0.2% | 126 |
|
|
2015
Q2 | $1.58M | Sell |
54,531
-12,810
| -19% | -$370K | 0.2% | 123 |
|
|
2015
Q1 | $1.8M | Buy |
67,341
+51,880
| +336% | +$1.39M | 0.51% | 46 |
|
|
2014
Q4 | $447K | Buy |
15,461
+355
| +2% | +$10.3K | 0.07% | 347 |
|
|
2014
Q3 | $452K | Sell |
15,106
-940
| -6% | -$28.1K | 0.06% | 287 |
|
|
2014
Q2 | $486K | Sell |
16,046
-250
| -2% | -$7.57K | 0.06% | 283 |
|
|
2014
Q1 | $506K | Sell |
16,296
-6,974
| -30% | -$217K | 0.06% | 266 |
|
|
2013
Q4 | $720K | Buy |
23,270
+2,787
| +14% | +$86.2K | 0.09% | 197 |
|
|
2013
Q3 | $625K | Sell |
20,483
-6,236
| -23% | -$190K | 0.09% | 208 |
|
|
2013
Q2 | $806K | Buy |
+26,719
| New | +$806K | 0.12% | 134 |
|