JPLA
Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,590
| Closed | -$38K | – | 391 |
|
|
2022
Q2 | $38K | Hold |
1,590
| – | – | 0.03% | 200 |
|
|
2022
Q1 | $42K | Buy |
+1,590
| New | +$42K | 0.03% | 203 |
|
|
2021
Q4 | – | Sell |
-2,628
| Closed | -$72K | – | 478 |
|
|
2021
Q3 | $72K | Hold |
2,628
| – | – | 0.04% | 192 |
|
|
2021
Q2 | $72K | Hold |
2,628
| – | – | 0.04% | 195 |
|
|
2021
Q1 | $72K | Sell |
2,628
-820
| -24% | -$22.5K | 0.03% | 180 |
|
|
2020
Q4 | $93K | Buy |
+3,448
| New | +$93K | 0.06% | 153 |
|
|
2020
Q3 | – | Sell |
-4,173
| Closed | -$105K | – | 402 |
|
|
2020
Q2 | $105K | Sell |
4,173
-100
| -2% | -$2.52K | 0.09% | 130 |
|
|
2020
Q1 | $101K | Sell |
4,273
-500
| -10% | -$11.8K | 0.11% | 118 |
|
|
2019
Q4 | $129K | Hold |
4,773
| – | – | 0.12% | 120 |
|
|
2019
Q3 | $129K | Hold |
4,773
| – | – | 0.13% | 111 |
|
|
2019
Q2 | $130K | Sell |
4,773
-97,129
| -95% | -$2.65M | 0.14% | 108 |
|
|
2019
Q1 | $3.75K | Buy |
+101,902
| New | +$3.75K | 0.28% | 65 |
|