SWA
Sutton Wealth Advisors’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.74K | Sell |
71
-11
| -13% | -$269 | ﹤0.01% | 741 |
|
2023
Q2 | $2.03K | Hold |
82
| – | – | ﹤0.01% | 695 |
|
2023
Q1 | $2.04K | Sell |
82
-20
| -20% | -$497 | ﹤0.01% | 641 |
|
2022
Q4 | $2.47K | Hold |
102
| – | – | ﹤0.01% | 1187 |
|
2022
Q3 | $2.43K | Hold |
102
| – | – | ﹤0.01% | 1170 |
|
2022
Q2 | $2.46K | Hold |
102
| – | – | ﹤0.01% | 1152 |
|
2022
Q1 | $2.68K | Hold |
102
| – | – | ﹤0.01% | 1165 |
|
2021
Q4 | $2.77K | Hold |
102
| – | – | ﹤0.01% | 1156 |
|
2021
Q3 | $2.79K | Hold |
102
| – | – | ﹤0.01% | 1130 |
|
2021
Q2 | $2.81K | Hold |
102
| – | – | ﹤0.01% | 1126 |
|
2021
Q1 | $2.79K | Hold |
102
| – | – | ﹤0.01% | 1101 |
|
2020
Q4 | $2.75K | Hold |
102
| – | – | ﹤0.01% | 1067 |
|
2020
Q3 | $2.64K | Hold |
102
| – | – | ﹤0.01% | 1038 |
|
2020
Q2 | $2.57K | Hold |
102
| – | – | ﹤0.01% | 1029 |
|
2020
Q1 | $2.4K | Hold |
102
| – | – | ﹤0.01% | 1014 |
|
2019
Q4 | $2.75K | Hold |
102
| – | – | ﹤0.01% | 1025 |
|
2019
Q3 | $2.76K | Hold |
102
| – | – | ﹤0.01% | 1024 |
|
2019
Q2 | $2.78K | Hold |
102
| – | – | ﹤0.01% | 1016 |
|
2019
Q1 | $2.78K | Hold |
102
| – | – | ﹤0.01% | 1011 |
|
2018
Q4 | $2.66K | Sell |
102
-85
| -45% | -$2.21K | ﹤0.01% | 963 |
|
2018
Q3 | $5.16K | Buy |
187
+85
| +83% | +$2.35K | ﹤0.01% | 894 |
|
2018
Q2 | $2.78K | Hold |
102
| – | – | ﹤0.01% | 983 |
|
2018
Q1 | $2.79K | Sell |
102
-506
| -83% | -$13.9K | ﹤0.01% | 978 |
|
2017
Q4 | $16.8K | Sell |
608
-347
| -36% | -$9.56K | 0.01% | 615 |
|
2017
Q3 | $26.7K | Sell |
955
-265
| -22% | -$7.41K | 0.02% | 448 |
|
2017
Q2 | $34.1K | Hold |
1,220
| – | – | 0.03% | 349 |
|
2017
Q1 | $34.1K | Sell |
1,220
-634
| -34% | -$17.7K | 0.03% | 341 |
|
2016
Q4 | $51.3K | Hold |
1,854
| – | – | 0.05% | 262 |
|
2016
Q3 | $51.3K | Sell |
1,854
-8,208
| -82% | -$227K | 0.05% | 252 |
|
2016
Q2 | $272K | Sell |
10,062
-32,193
| -76% | -$869K | 0.26% | 72 |
|
2016
Q1 | $1.09M | Buy |
+42,255
| New | +$1.09M | 1.03% | 16 |
|