Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $952K | Sell |
37,758
-2
| -0% | -$50 | 0.34% | 86 |
|
|
2023
Q4 | $949K | Sell |
37,760
-1,255
| -3% | -$31.6K | 0.36% | 81 |
|
|
2023
Q3 | $954K | Sell |
39,015
-502
| -1% | -$12.3K | 0.4% | 72 |
|
|
2023
Q2 | $976K | Sell |
39,517
-8,750
| -18% | -$216K | 0.38% | 79 |
|
|
2023
Q1 | $1.2M | Buy |
48,267
+5,655
| +13% | +$140K | 0.45% | 64 |
|
|
2022
Q4 | $1.03M | Hold |
42,612
| – | – | 0.41% | 72 |
|
|
2022
Q3 | $1.01M | Sell |
42,612
-300
| -0.7% | -$7.13K | 0.42% | 70 |
|
|
2022
Q2 | $1.04M | Hold |
42,912
| – | – | 0.4% | 72 |
|
|
2022
Q1 | $1.13M | Sell |
42,912
-1,510
| -3% | -$39.6K | 0.38% | 74 |
|
|
2021
Q4 | $1.21M | Buy |
44,422
+365
| +0.8% | +$9.92K | 0.39% | 71 |
|
|
2021
Q3 | $1.21M | Buy |
44,057
+4,895
| +12% | +$134K | 0.44% | 64 |
|
|
2021
Q2 | $1.08M | Buy |
39,162
+14,610
| +60% | +$403K | 0.4% | 71 |
|
|
2021
Q1 | $671K | Buy |
+24,552
| New | +$671K | 0.28% | 88 |
|