Regal Investment Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-52,352
| Closed | -$1.26M | – | 527 |
|
|
2022
Q2 | $1.26M | Buy |
+52,352
| New | +$1.32M | 0.13% | 157 |
|
|
2022
Q1 | – | Sell |
-28,273
| Closed | -$768K | – | 568 |
|
|
2021
Q4 | $768K | Buy |
28,273
+1,456
| +5% | +$39.6K | 0.07% | 283 |
|
|
2021
Q3 | $735K | Sell |
26,817
-992
| -4% | -$27.2K | 0.07% | 282 |
|
|
2021
Q2 | $767K | Buy |
+27,809
| New | +$762K | 0.08% | 262 |
|
|
2021
Q1 | – | Sell |
-117,785
| Closed | -$3.17M | – | 354 |
|
|
2020
Q4 | $3.17M | Buy |
+117,785
| New | +$3.11M | 0.36% | 76 |
|
|
2020
Q3 | – | Sell |
-17,483
| Closed | -$441K | – | 234 |
|
|
2020
Q2 | $441K | Buy |
+17,483
| New | +$431K | 0.08% | 191 |
|
|
2020
Q1 | – | Sell |
-84,881
| Closed | -$2.29M | – | 260 |
|
|
2019
Q4 | $2.29M | Sell |
84,881
-5,752
| -6% | -$154K | 0.41% | 76 |
|
|
2019
Q3 | $2.45M | Buy |
90,633
+17,201
| +23% | +$465K | 0.48% | 58 |
|
|
2019
Q2 | $2M | Buy |
73,432
+26,942
| +58% | +$731K | 0.39% | 84 |
|
|
2019
Q1 | $1.27M | Sell |
46,490
-4,022
| -8% | -$108K | 0.26% | 115 |
|
|
2018
Q4 | $1.31M | Sell |
50,512
-966
| -2% | -$25.9K | 0.29% | 101 |
|
|
2018
Q3 | $1.42M | Buy |
51,478
+20,347
| +65% | +$558K | 0.3% | 107 |
|
|
2018
Q2 | $850K | Sell |
31,131
-16,228
| -34% | -$444K | 0.26% | 121 |
|
|
2018
Q1 | $1.3M | Buy |
47,359
+12,126
| +34% | +$334K | 0.29% | 108 |
|
|
2017
Q4 | $971K | Buy |
35,233
+447
| +1% | +$12.4K | 0.22% | 119 |
|
|
2017
Q3 | $973K | Sell |
34,786
-2,531
| -7% | -$70.6K | 0.23% | 121 |
|
|
2017
Q2 | $1.04M | Buy |
37,317
+1,396
| +4% | +$39K | 0.26% | 111 |
|
|
2017
Q1 | $1M | Sell |
35,921
-22,447
| -38% | -$626K | 0.26% | 112 |
|
|
2016
Q4 | $1.62M | Sell |
58,368
-3,383
| -5% | -$93.1K | 0.45% | 76 |
|
|
2016
Q3 | $1.71M | Sell |
61,751
-4,959
| -7% | -$136K | 0.49% | 72 |
|
|
2016
Q2 | $1.8M | Sell |
66,710
-3,909
| -6% | -$103K | 0.5% | 78 |
|
|
2016
Q1 | $1.82M | Sell |
70,619
-1,264
| -2% | -$31.9K | 0.49% | 74 |
|
|
2015
Q4 | $1.85M | Sell |
71,883
-10,116
| -12% | -$270K | 0.48% | 76 |
|
|
2015
Q3 | $2.21M | Sell |
81,999
-4,717
| -5% | -$132K | 0.57% | 70 |
|
|
2015
Q2 | $2.51M | Sell |
86,716
-6,661
| -7% | -$194K | 0.68% | 57 |
|
|
2015
Q1 | $2.73M | Sell |
93,377
-3,082
| -3% | -$89.8K | 0.67% | 52 |
|
|
2014
Q4 | $2.79M | Buy |
96,459
+1,908
| +2% | +$56.3K | 0.75% | 35 |
|
|
2014
Q3 | $2.83M | Sell |
94,551
-2,718
| -3% | -$82.7K | 0.86% | 29 |
|
|
2014
Q2 | $3.01M | Buy |
97,269
+4,560
| +5% | +$141K | 1.07% | 13 |
|
|
2014
Q1 | $2.87M | Buy |
92,709
+8,572
| +10% | +$265K | 1.22% | 8 |
|
|
2013
Q4 | $2.6M | Buy |
84,137
+21,180
| +34% | +$652K | 1.49% | 8 |
|
|
2013
Q3 | $1.92M | Buy |
+62,957
| New | +$1.92M | 1.12% | 12 |
|
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