OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,792
| Closed | -$210K | – | 180 |
|
|
2019
Q4 | $210K | Sell |
7,792
-5,174
| -40% | -$139K | 0.12% | 136 |
|
|
2019
Q3 | $350K | Sell |
12,966
-8,119
| -39% | -$219K | 0.21% | 112 |
|
|
2019
Q2 | $574K | Sell |
21,085
-3,074
| -13% | -$83.7K | 0.38% | 66 |
|
|
2019
Q1 | $658K | Buy |
+24,159
| New | +$658K | 0.54% | 49 |
|