Level Financial Advisors’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 |
-6,273
| Closed | -$158K | – | 230 |
|
|
2023
Q4 | $158K | Buy |
6,273
+282
| +5% | +$7.09K | 0.08% | 73 |
|
|
2023
Q3 | $147K | Buy |
5,991
+1
| +0% | +$24 | 0.08% | 67 |
|
|
2023
Q2 | $148K | Sell |
5,990
-110
| -2% | -$2.72K | 0.08% | 67 |
|
|
2023
Q1 | $152K | Buy |
6,100
+1,341
| +28% | +$33.3K | 0.09% | 57 |
|
|
2022
Q4 | $115K | Buy |
4,759
+4,122
| +647% | +$99.6K | 0.08% | 65 |
|
|
2022
Q3 | $15K | Sell |
637
-142
| -18% | -$3.34K | 0.01% | 155 |
|
|
2022
Q2 | $19K | Buy |
779
+15
| +2% | +$366 | 0.01% | 150 |
|
|
2022
Q1 | $20K | Sell |
764
-313
| -29% | -$8.19K | 0.02% | 130 |
|
|
2021
Q4 | $29K | Buy |
+1,077
| New | +$29K | 0.02% | 119 |
|