United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,114
| Closed | -$247K | – | 1213 |
|
|
2021
Q4 | $247K | Buy |
9,114
+389
| +4% | +$10.5K | ﹤0.01% | 1088 |
|
|
2021
Q3 | $239K | Buy |
8,725
+18
| +0.2% | +$493 | ﹤0.01% | 1082 |
|
|
2021
Q2 | $240K | Buy |
8,707
+78
| +0.9% | +$2.15K | ﹤0.01% | 1084 |
|
|
2021
Q1 | $236K | Hold |
8,629
| – | – | ﹤0.01% | 1059 |
|
|
2020
Q4 | $233K | Hold |
8,629
| – | – | ﹤0.01% | 1073 |
|
|
2020
Q3 | $223K | Hold |
8,629
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q2 | $217K | Buy |
+8,629
| New | +$217K | ﹤0.01% | 1076 |
|
|
2019
Q3 | – | Sell |
-25,215
| Closed | -$687K | – | 1434 |
|
|
2019
Q2 | $687K | Sell |
25,215
-111
| -0.4% | -$3.02K | ﹤0.01% | 924 |
|
|
2019
Q1 | $690K | Sell |
25,326
-1,047
| -4% | -$28.5K | ﹤0.01% | 882 |
|
|
2018
Q4 | $686K | Sell |
26,373
-1,642
| -6% | -$42.7K | 0.01% | 816 |
|
|
2018
Q3 | $773K | Sell |
28,015
-470
| -2% | -$13K | 0.01% | 850 |
|
|
2018
Q2 | $777K | Buy |
28,485
+826
| +3% | +$22.5K | 0.01% | 829 |
|
|
2018
Q1 | $757K | Buy |
27,659
+6,025
| +28% | +$165K | 0.01% | 841 |
|
|
2017
Q4 | $596K | Buy |
21,634
+8,286
| +62% | +$228K | ﹤0.01% | 913 |
|
|
2017
Q3 | $373K | Buy |
+13,348
| New | +$373K | ﹤0.01% | 1043 |
|
|
2016
Q4 | – | Sell |
-943,700
| Closed | -$26.1M | – | 1315 |
|
|
2016
Q3 | $26.1M | Buy |
943,700
+346,250
| +58% | +$9.59M | 0.25% | 86 |
|
|
2016
Q2 | $16.1M | Buy |
+597,450
| New | +$16.1M | 0.16% | 140 |
|
|
2015
Q2 | – | Sell |
-10,347
| Closed | -$304K | – | 1305 |
|
|
2015
Q1 | $304K | Sell |
10,347
-23
| -0.2% | -$676 | ﹤0.01% | 1066 |
|
|
2014
Q4 | $300K | Buy |
+10,370
| New | +$300K | ﹤0.01% | 965 |
|