Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
13,201
-815
| -6% | -$20.8K | 0.06% | 298 |
|
|
2025
Q1 | $353K | Buy |
14,016
+427
| +3% | +$10.7K | 0.07% | 273 |
|
|
2024
Q4 | $343K | Buy |
13,589
+313
| +2% | +$7.9K | 0.07% | 280 |
|
|
2024
Q3 | $342K | Sell |
13,276
-431
| -3% | -$11.1K | 0.05% | 366 |
|
|
2024
Q2 | $342K | Sell |
13,707
-916
| -6% | -$22.9K | 0.05% | 342 |
|
|
2024
Q1 | $369K | Sell |
14,623
-676
| -4% | -$17.1K | 0.06% | 343 |
|
|
2023
Q4 | $385K | Sell |
15,299
-892
| -6% | -$22.4K | 0.07% | 308 |
|
|
2023
Q3 | $396K | Sell |
16,191
-1,437
| -8% | -$35.2K | 0.08% | 254 |
|
|
2023
Q2 | $435K | Buy |
+17,628
| New | +$435K | 0.09% | 230 |
|
|
2023
Q1 | – | Sell |
-18,132
| Closed | -$440K | – | 500 |
|
|
2022
Q4 | $440K | Buy |
+18,132
| New | +$440K | 0.09% | 207 |
|
|
2022
Q1 | – | Sell |
-14,557
| Closed | -$395K | – | 509 |
|
|
2021
Q4 | $395K | Buy |
14,557
+652
| +5% | +$17.7K | 0.07% | 248 |
|
|
2021
Q3 | $381K | Sell |
13,905
-504
| -3% | -$13.8K | 0.08% | 230 |
|
|
2021
Q2 | $397K | Buy |
14,409
+838
| +6% | +$23.1K | 0.08% | 223 |
|
|
2021
Q1 | $371K | Buy |
13,571
+27
| +0.2% | +$738 | 0.08% | 218 |
|
|
2020
Q4 | $365K | Buy |
13,544
+665
| +5% | +$17.9K | 0.09% | 205 |
|
|
2020
Q3 | $0 | Buy |
+12,879
| New | – | ﹤0.01% | 299 |
|
|
2020
Q2 | – | Sell |
-19,480
| Closed | -$459K | – | 349 |
|
|
2020
Q1 | $459K | Buy |
19,480
+5,035
| +35% | +$119K | 0.16% | 128 |
|
|
2019
Q4 | $389K | Buy |
14,445
+263
| +2% | +$7.08K | 0.11% | 170 |
|
|
2019
Q3 | $385K | Buy |
+14,182
| New | +$385K | 0.15% | 176 |
|