Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
22,975
-127
| -0.5% | -$3.24K | 0.01% | 414 |
|
|
2025
Q1 | $581K | Buy |
23,102
+127
| +0.6% | +$3.2K | 0.02% | 375 |
|
|
2024
Q4 | $580K | Hold |
22,975
| – | – | 0.02% | 373 |
|
|
2024
Q3 | $592K | Hold |
22,975
| – | – | 0.02% | 371 |
|
|
2024
Q2 | $574K | Hold |
22,975
| – | – | 0.02% | 354 |
|
|
2024
Q1 | $572K | Hold |
22,975
| – | – | 0.02% | 336 |
|
|
2023
Q4 | $578K | Hold |
22,975
| – | – | 0.02% | 322 |
|
|
2023
Q3 | $562K | Hold |
22,975
| – | – | 0.03% | 305 |
|
|
2023
Q2 | $567K | Hold |
22,975
| – | – | 0.03% | 296 |
|
|
2023
Q1 | $571K | Hold |
22,975
| – | – | 0.03% | 307 |
|
|
2022
Q4 | $557K | Hold |
22,975
| – | – | 0.03% | 262 |
|
|
2022
Q3 | $546K | Hold |
22,975
| – | – | 0.03% | 248 |
|
|
2022
Q2 | $554K | Sell |
22,975
-40
| -0.2% | -$965 | 0.03% | 238 |
|
|
2022
Q1 | $604K | Buy |
23,015
+40
| +0.2% | +$1.05K | 0.03% | 278 |
|
|
2021
Q4 | $624K | Hold |
22,975
| – | – | 0.03% | 256 |
|
|
2021
Q3 | $629K | Hold |
22,975
| – | – | 0.04% | 241 |
|
|
2021
Q2 | $634K | Hold |
22,975
| – | – | 0.04% | 215 |
|
|
2021
Q1 | $628K | Hold |
22,975
| – | – | 0.03% | 231 |
|
|
2020
Q4 | $619K | Hold |
22,975
| – | – | 0.03% | 218 |
|
|
2020
Q3 | $594K | Buy |
+22,975
| New | +$594K | 0.05% | 162 |
|
|
2019
Q1 | – | Sell |
-68
| Closed | -$2K | – | 1660 |
|
|
2018
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 1500 |
|
|
2018
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 1369 |
|