Concert Wealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$287K Sell
10,392
-2,414
-19% -$67.3K 1.16% 23
2017
Q2
$354K Sell
12,806
-1,888
-13% -$52.8K 0.34% 84
2017
Q1
$406K Hold
14,694
0.09% 292
2016
Q4
$406K Sell
14,694
-8,098
-36% -$223K 0.09% 299
2016
Q3
$632K Buy
22,792
+1,335
+6% +$36.5K 0.08% 328
2016
Q2
$579K Buy
+21,457
New +$568K 0.08% 314
2016
Q1
Sell
-29,229
Closed -$753K 710
2015
Q4
$753K Sell
29,229
-25,208
-46% -$672K 0.1% 255
2015
Q3
$1.47M Sell
54,437
-94
-0.2% -$2.63K 0.2% 126
2015
Q2
$1.58M Sell
54,531
-12,810
-19% -$374K 0.2% 123
2015
Q1
$1.8M Buy
67,341
+51,880
+336% +$1.51M 0.51% 46
2014
Q4
$447K Buy
15,461
+355
+2% +$10.5K 0.07% 347
2014
Q3
$452K Sell
15,106
-940
-6% -$28.6K 0.06% 287
2014
Q2
$486K Sell
16,046
-250
-2% -$7.72K 0.06% 283
2014
Q1
$506K Sell
16,296
-6,974
-30% -$216K 0.06% 266
2013
Q4
$720K Buy
23,270
+2,787
+14% +$85.8K 0.09% 197
2013
Q3
$625K Sell
20,483
-6,236
-23% -$190K 0.09% 208
2013
Q2
$806K Buy
+26,719
New +$822K 0.12% 134

Other funds holding SJNK