Strategic Wealth Partners’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 | $16.4K | Buy |
+643
| New | +$16.4K | ﹤0.01% | 691 |
|
|
2022
Q2 | – | Sell |
-9,758
| Closed | -$256K | – | 278 |
|
|
2022
Q1 | $256K | Sell |
9,758
-2,598
| -21% | -$68.2K | 0.05% | 227 |
|
|
2021
Q4 | $335K | Buy |
+12,356
| New | +$335K | 0.06% | 225 |
|
|
2021
Q3 | – | Sell |
-7,729
| Closed | -$213K | – | 241 |
|
|
2021
Q2 | $213K | Sell |
7,729
-81
| -1% | -$2.23K | 0.07% | 215 |
|
|
2021
Q1 | $213K | Buy |
7,810
+293
| +4% | +$7.99K | 0.09% | 179 |
|
|
2020
Q4 | $203K | Buy |
+7,517
| New | +$203K | 0.09% | 174 |
|
|
2020
Q3 | – | Sell |
-7,944
| Closed | -$200K | – | 161 |
|
|
2020
Q2 | $200K | Sell |
7,944
-31,152
| -80% | -$784K | 0.1% | 129 |
|
|
2020
Q1 | $1.05M | Hold |
39,096
| – | – | 0.55% | 53 |
|
|
2019
Q4 | $1.05M | Sell |
39,096
-20,731
| -35% | -$558K | 0.55% | 53 |
|
|
2019
Q3 | $1.61K | Sell |
59,827
-2,185
| -4% | -$59 | 0.01% | 199 |
|
|
2019
Q2 | $1.69M | Buy |
62,012
+19,146
| +45% | +$521K | 0.81% | 29 |
|
|
2019
Q1 | $1.16M | Buy |
42,866
+10,815
| +34% | +$293K | 0.53% | 55 |
|
|
2018
Q4 | $868K | Sell |
32,051
-310
| -1% | -$8.4K | 0.44% | 74 |
|
|
2018
Q3 | $893K | Buy |
32,361
+3,605
| +13% | +$99.5K | 0.48% | 71 |
|
|
2018
Q2 | $785K | Buy |
28,756
+4,749
| +20% | +$130K | 0.45% | 72 |
|
|
2018
Q1 | $657K | Buy |
24,007
+23,242
| +3,038% | +$636K | 0.34% | 100 |
|
|
2017
Q4 | $22K | Buy |
+765
| New | +$22K | 0.01% | 322 |
|