J.P. Morgan Private Wealth Advisors’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-18,000
| Closed | -$497K | – | 1566 |
|
2018
Q3 | $497K | Buy |
+18,000
| New | +$497K | ﹤0.01% | 1072 |
|
2018
Q1 | – | Sell |
-34,000
| Closed | -$937K | – | 1362 |
|
2017
Q4 | $937K | Hold |
34,000
| – | – | 0.01% | 674 |
|
2017
Q3 | $951K | Hold |
34,000
| – | – | 0.01% | 645 |
|
2017
Q2 | $951K | Hold |
34,000
| – | – | 0.01% | 634 |
|
2017
Q1 | $951K | Buy |
+34,000
| New | +$951K | 0.01% | 649 |
|
2016
Q4 | – | Sell |
-34,000
| Closed | -$941K | – | 1296 |
|
2016
Q3 | $941K | Hold |
34,000
| – | – | 0.01% | 604 |
|
2016
Q2 | $918K | Sell |
34,000
-3,300
| -9% | -$89.1K | 0.01% | 616 |
|
2016
Q1 | $963K | Sell |
37,300
-24,000
| -39% | -$620K | 0.01% | 568 |
|
2015
Q4 | $1.57M | Buy |
61,300
+27,300
| +80% | +$701K | 0.02% | 421 |
|
2015
Q3 | $916K | Buy |
+34,000
| New | +$916K | 0.01% | 492 |
|
2015
Q2 | – | Sell |
-34,000
| Closed | -$992K | – | 1126 |
|
2015
Q1 | $992K | Hold |
34,000
| – | – | 0.01% | 526 |
|
2014
Q4 | $983K | Buy |
+34,000
| New | +$983K | 0.01% | 533 |
|