Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9K | Hold |
345
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $9K | Sell |
345
-1,035
| -75% | -$27K | ﹤0.01% | 679 |
|
|
2021
Q2 | $38K | Hold |
1,380
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $38K | Sell |
1,380
-22
| -2% | -$606 | ﹤0.01% | 412 |
|
|
2020
Q4 | $38K | Hold |
1,402
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $36K | Sell |
1,402
-2,861
| -67% | -$73.5K | ﹤0.01% | 350 |
|
|
2020
Q2 | $107K | Sell |
4,263
-640
| -13% | -$16.1K | 0.01% | 221 |
|
|
2020
Q1 | $116K | Buy |
4,903
+368
| +8% | +$8.71K | 0.02% | 207 |
|
|
2019
Q4 | $122K | Buy |
4,535
+235
| +5% | +$6.32K | 0.01% | 222 |
|
|
2019
Q3 | $116K | Buy |
4,300
+503
| +13% | +$13.6K | 0.01% | 232 |
|
|
2019
Q2 | $103K | Sell |
3,797
-42
| -1% | -$1.14K | 0.01% | 247 |
|
|
2019
Q1 | $105K | Sell |
3,839
-723
| -16% | -$19.8K | 0.01% | 230 |
|
|
2018
Q4 | $119K | Buy |
4,562
+126
| +3% | +$3.29K | 0.02% | 217 |
|
|
2018
Q3 | $122K | Sell |
4,436
-110
| -2% | -$3.03K | 0.02% | 219 |
|
|
2018
Q2 | $124K | Sell |
4,546
-72
| -2% | -$1.96K | 0.02% | 196 |
|
|
2018
Q1 | $126K | Buy |
4,618
+642
| +16% | +$17.5K | 0.02% | 195 |
|
|
2017
Q4 | $110K | Buy |
+3,976
| New | +$110K | 0.02% | 216 |
|