MWC
MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-282,386
| Closed | -$6.98M | – | 109 |
|
|
2023
Q2 | $6.98M | Buy |
282,386
+20,435
| +8% | +$505K | 2.99% | 9 |
|
|
2023
Q1 | $6.86M | Hold |
261,951
| – | – | 2.8% | 12 |
|
|
2022
Q4 | $6.36M | Sell |
261,951
-360
| -0.1% | -$8.74K | 2.94% | 11 |
|
|
2022
Q3 | $6.29M | Sell |
262,311
-43,947
| -14% | -$1.05M | 3.03% | 10 |
|
|
2022
Q2 | $7.39M | Sell |
306,258
-98,649
| -24% | -$2.38M | 3.61% | 10 |
|
|
2022
Q1 | $10.6M | Buy |
404,907
+17,997
| +5% | +$472K | 4.41% | 4 |
|
|
2021
Q4 | $10.5M | Buy |
386,910
+24,467
| +7% | +$664K | 4.36% | 4 |
|
|
2021
Q3 | $9.93M | Sell |
362,443
-61,627
| -15% | -$1.69M | 4.53% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
+424,070
| New | +$11.7M | 5.49% | 3 |
|
|
2019
Q1 | – | Sell |
-80,844
| Closed | -$2.1M | – | 236 |
|
|
2018
Q4 | $2.1M | Buy |
+80,844
| New | +$2.1M | 2.05% | 12 |
|