Patriot Financial Group Insurance Agency’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
2022
Q3
Sell
-1,322
Closed -$32K 1703
2022
Q2
$32K Buy
1,322
+363
+38% +$8.79K 0.01% 877
2022
Q1
$25K Sell
959
-517
-35% -$13.5K ﹤0.01% 1007
2021
Q4
$40K Buy
1,476
+783
+113% +$21.2K 0.01% 962
2021
Q3
$19K Sell
693
-169
-20% -$4.63K ﹤0.01% 1241
2021
Q2
$24K Sell
862
-39
-4% -$1.09K ﹤0.01% 1108
2021
Q1
$25K Buy
901
+24
+3% +$666 0.01% 1010
2020
Q4
$24K Sell
877
-1
-0.1% -$27 0.01% 919
2020
Q3
$23K Buy
878
+548
+166% +$14.4K 0.01% 755
2020
Q2
$8K Buy
330
+180
+120% +$4.36K ﹤0.01% 1053
2020
Q1
$4K Sell
150
-177
-54% -$4.72K ﹤0.01% 1155
2019
Q4
$9K Sell
327
-55
-14% -$1.51K ﹤0.01% 870
2019
Q3
$10K Buy
382
+2
+0.5% +$52 ﹤0.01% 809
2019
Q2
$10K Sell
380
-23
-6% -$605 ﹤0.01% 814
2019
Q1
$11K Buy
403
+51
+14% +$1.39K 0.01% 687
2018
Q4
$9K Buy
352
+59
+20% +$1.51K 0.01% 637
2018
Q3
$8K Buy
+293
New +$8K ﹤0.01% 671
2017
Q1
Sell
-2,789
Closed -$78K 841
2016
Q4
$78K Buy
+2,789
New +$78K 0.11% 169