EWA
EP Wealth Advisors’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-34,500
| Closed | -$898K | – | 267 |
|
|
2018
Q4 | $898K | Sell |
34,500
-39,900
| -54% | -$1.04M | 0.07% | 130 |
|
|
2018
Q3 | $2.05M | Hold |
74,400
| – | – | 0.16% | 75 |
|
|
2018
Q2 | $2.03M | Hold |
74,400
| – | – | 0.19% | 64 |
|
|
2018
Q1 | $2.04M | Buy |
+74,400
| New | +$2.04M | 0.2% | 68 |
|