LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $287K | Buy |
11,407
+275
| +2% | +$6.92K | 0.11% | 55 |
|
|
2023
Q3 | $272K | Buy |
11,132
+184
| +2% | +$4.5K | 0.12% | 49 |
|
|
2023
Q2 | $270K | Buy |
10,948
+222
| +2% | +$5.48K | 0.11% | 50 |
|
|
2023
Q1 | $266K | Buy |
10,726
+166
| +2% | +$4.12K | 0.11% | 51 |
|
|
2022
Q4 | $256K | Sell |
10,560
-9,504
| -47% | -$230K | 0.11% | 53 |
|
|
2022
Q3 | $477K | Sell |
20,064
-123,086
| -86% | -$2.93M | 0.18% | 44 |
|
|
2022
Q2 | $3.45M | Buy |
143,150
+132,194
| +1,207% | +$3.19M | 1.63% | 16 |
|
|
2022
Q1 | $287K | Sell |
10,956
-1,082
| -9% | -$28.3K | 0.12% | 49 |
|
|
2021
Q4 | $327K | Buy |
12,038
+292
| +2% | +$7.93K | 0.13% | 47 |
|
|
2021
Q3 | $322K | Sell |
11,746
-501
| -4% | -$13.7K | 0.14% | 46 |
|
|
2021
Q2 | $338K | Sell |
12,247
-291
| -2% | -$8.03K | 0.15% | 44 |
|
|
2021
Q1 | $343K | Sell |
12,538
-426
| -3% | -$11.7K | 0.16% | 46 |
|
|
2020
Q4 | $349K | Sell |
12,964
-799
| -6% | -$21.5K | 0.16% | 48 |
|
|
2020
Q3 | $356K | Buy |
13,763
+39
| +0.3% | +$1.01K | 0.17% | 43 |
|
|
2020
Q2 | $346K | Buy |
13,724
+3,415
| +33% | +$86.1K | 0.18% | 41 |
|
|
2020
Q1 | $243K | Sell |
10,309
-3,189
| -24% | -$75.2K | 0.16% | 47 |
|
|
2019
Q4 | $364K | Buy |
+13,498
| New | +$364K | 0.19% | 43 |
|