SFPG
Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-417
| Closed | -$11K | – | 325 |
|
|
2021
Q4 | $11K | Buy |
417
+4
| +1% | +$106 | 0.01% | 335 |
|
|
2021
Q3 | $11K | Sell |
413
-696
| -63% | -$18.5K | 0.01% | 333 |
|
|
2021
Q2 | $30K | Sell |
1,109
-2,186
| -66% | -$59.1K | 0.02% | 262 |
|
|
2021
Q1 | $90K | Sell |
3,295
-1,127
| -25% | -$30.8K | 0.05% | 170 |
|
|
2020
Q4 | $119K | Sell |
4,422
-3,878
| -47% | -$104K | 0.08% | 138 |
|
|
2020
Q3 | $216K | Sell |
8,300
-4,569
| -36% | -$119K | 0.16% | 88 |
|
|
2020
Q2 | $325K | Sell |
12,869
-158
| -1% | -$3.99K | 0.28% | 65 |
|
|
2020
Q1 | $309K | Sell |
13,027
-1,925
| -13% | -$45.7K | 0.31% | 61 |
|
|
2019
Q4 | $403K | Buy |
+14,952
| New | +$403K | 0.36% | 55 |
|