Surience Private Wealth’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 | $2.94M | Sell |
115,325
-18,354
| -14% | -$468K | 2.76% | 15 |
|
|
2025
Q1 | $3.36M | Buy |
133,679
+25,177
| +23% | +$633K | 5.84% | 6 |
|
|
2024
Q4 | $2.74M | Buy |
+108,502
| New | +$2.74M | 3.54% | 16 |
|
|
2024
Q3 | – | Sell |
-168,818
| Closed | -$4.22M | – | 36 |
|
|
2024
Q2 | $4.22M | Buy |
168,818
+50,506
| +43% | +$1.26M | 5.42% | 7 |
|
|
2024
Q1 | $2.98M | Buy |
118,312
+4,994
| +4% | +$126K | 2.83% | 17 |
|
|
2023
Q4 | $2.85M | Sell |
113,318
-78,464
| -41% | -$1.97M | 2.89% | 16 |
|
|
2023
Q3 | $4.69M | Sell |
191,782
-17,264
| -8% | -$422K | 9.09% | 2 |
|
|
2023
Q2 | $5.16M | Buy |
209,046
+81,556
| +64% | +$2.01M | 7.39% | 3 |
|
|
2023
Q1 | $3.17M | Sell |
127,490
-321
| -0.3% | -$7.97K | 4.67% | 8 |
|
|
2022
Q4 | $3.1M | Buy |
+127,811
| New | +$3.1M | 4.11% | 11 |
|
|
2022
Q3 | – | Sell |
-162,522
| Closed | -$3.92M | – | 19 |
|
|
2022
Q2 | $3.92M | Sell |
162,522
-57,919
| -26% | -$1.4M | 5.91% | 6 |
|
|
2022
Q1 | $5.78M | Sell |
220,441
-68,961
| -24% | -$1.81M | 5.06% | 7 |
|
|
2021
Q4 | $7.86M | Buy |
+289,402
| New | +$7.86M | 6.4% | 3 |
|