Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$487 | – | 792 |
|
|
2023
Q4 | $487 | Hold |
19
| – | – | ﹤0.01% | 878 |
|
|
2023
Q3 | $464 | Hold |
19
| – | – | ﹤0.01% | 884 |
|
|
2023
Q2 | $462 | Buy |
19
+1
| +6% | +$24 | ﹤0.01% | 902 |
|
|
2023
Q1 | $458 | Hold |
18
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $443 | Hold |
18
| – | – | ﹤0.01% | 920 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 996 |
|
|
2022
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q1 | $0 | Buy |
18
+1
| +6% | – | ﹤0.01% | 1036 |
|
|
2021
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 935 |
|
|
2021
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 909 |
|
|
2020
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 833 |
|
|
2020
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 793 |
|
|
2020
Q2 | $0 | Buy |
17
+1
| +6% | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 723 |
|
|
2019
Q4 | $0 | Sell |
16
-293
| -95% | – | ﹤0.01% | 735 |
|
|
2019
Q3 | $8K | Hold |
309
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $8K | Sell |
309
-104
| -25% | -$2.69K | ﹤0.01% | 521 |
|
|
2019
Q1 | $11K | Sell |
413
-4,509
| -92% | -$120K | ﹤0.01% | 444 |
|
|
2018
Q4 | $128K | Buy |
4,922
+170
| +4% | +$4.42K | 0.04% | 192 |
|
|
2018
Q3 | $131K | Sell |
4,752
-89,462
| -95% | -$2.47M | 0.04% | 204 |
|
|
2018
Q2 | $2.57M | Buy |
94,214
+18,923
| +25% | +$516K | 0.89% | 22 |
|
|
2018
Q1 | $2.06M | Buy |
+75,291
| New | +$2.06M | 0.66% | 30 |
|