United Capital Financial Advisors’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
2022
Q1
Sell
-9,114
Closed -$247K 1220
2021
Q4
$247K Buy
9,114
+389
+4% +$10.6K ﹤0.01% 1092
2021
Q3
$239K Buy
8,725
+18
+0.2% +$493 ﹤0.01% 1087
2021
Q2
$240K Buy
8,707
+78
+0.9% +$2.14K ﹤0.01% 1091
2021
Q1
$236K Hold
8,629
﹤0.01% 1061
2020
Q4
$233K Hold
8,629
﹤0.01% 1080
2020
Q3
$223K Hold
8,629
﹤0.01% 1043
2020
Q2
$217K Buy
+8,629
New +$212K ﹤0.01% 1082
2019
Q3
Sell
-25,215
Closed -$687K 1459
2019
Q2
$687K Sell
25,215
-111
-0.4% -$3.01K ﹤0.01% 932
2019
Q1
$690K Sell
25,326
-1,047
-4% -$28.2K ﹤0.01% 888
2018
Q4
$686K Sell
26,373
-1,642
-6% -$44.1K 0.01% 816
2018
Q3
$773K Sell
28,015
-470
-2% -$12.9K 0.01% 850
2018
Q2
$777K Buy
28,485
+826
+3% +$22.6K 0.01% 829
2018
Q1
$757K Buy
27,659
+6,025
+28% +$166K 0.01% 841
2017
Q4
$596K Buy
21,634
+8,286
+62% +$230K ﹤0.01% 913
2017
Q3
$373K Buy
+13,348
New +$372K ﹤0.01% 1043
2016
Q4
Sell
-943,700
Closed -$26.1M 1315
2016
Q3
$26.1M Buy
943,700
+346,250
+58% +$9.46M 0.25% 86
2016
Q2
$16.1M Buy
+597,450
New +$15.8M 0.16% 140
2015
Q2
Sell
-10,347
Closed -$304K 1305
2015
Q1
$304K Sell
10,347
-23
-0.2% -$670 ﹤0.01% 1066
2014
Q4
$300K Buy
+10,370
New +$306K ﹤0.01% 965

Other funds holding SJNK