Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,046
| Closed | -$895K | – | 99 |
|
|
2023
Q1 | $895K | Sell |
36,046
-17,090
| -32% | -$425K | 0.33% | 34 |
|
|
2022
Q4 | $1.29M | Buy |
+53,136
| New | +$1.29M | 0.52% | 29 |
|
|
2020
Q1 | – | Sell |
-7,500
| Closed | -$202K | – | 128 |
|
|
2019
Q4 | $202K | Hold |
7,500
| – | – | 0.09% | 121 |
|
|
2019
Q3 | $203K | Hold |
7,500
| – | – | 0.12% | 114 |
|
|
2019
Q2 | $204K | Sell |
7,500
-3,000
| -29% | -$81.6K | 0.12% | 127 |
|
|
2019
Q1 | $286K | Hold |
10,500
| – | – | 0.17% | 113 |
|
|
2018
Q4 | $273K | Buy |
+10,500
| New | +$273K | 0.21% | 96 |
|