PWAG
Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-661,286
| Closed | -$20.5M | – | 79 |
|
|
2014
Q2 | $20.5M | Buy |
661,286
+41,608
| +7% | +$1.29M | 4.56% | 7 |
|
|
2014
Q1 | $19.2M | Buy |
619,678
+18,201
| +3% | +$564K | 4.49% | 6 |
|
|
2013
Q4 | $18.6M | Buy |
601,477
+59,182
| +11% | +$1.83M | 4.56% | 6 |
|
|
2013
Q3 | $16.6M | Buy |
+542,295
| New | +$16.6M | 5.15% | 6 |
|