Summit Wealth & Retirement Planning’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$895K Sell
2022
Q4
$1.29M Buy
2020
Q1
Sell
2019
Q4
$202K Hold
2019
Q3
$203K Hold
2019
Q2
$204K Sell
2019
Q1
$286K Hold
2018
Q4
$273K Buy