Valley Wealth Managers’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 | $183K | Sell |
7,188
-12,296
| -63% | -$313K | 0.01% | 173 |
|
|
2025
Q1 | $490K | Buy |
19,484
+1,769
| +10% | +$44.5K | 0.04% | 161 |
|
|
2024
Q4 | $447K | Buy |
17,715
+2,206
| +14% | +$55.7K | 0.03% | 164 |
|
|
2024
Q3 | $399K | Buy |
15,509
+6,892
| +80% | +$177K | 0.03% | 170 |
|
|
2024
Q2 | $215K | Buy |
8,617
+248
| +3% | +$6.19K | 0.02% | 185 |
|
|
2024
Q1 | $211K | Sell |
8,369
-883
| -10% | -$22.3K | 0.02% | 183 |
|
|
2023
Q4 | $233K | Buy |
9,252
+6,206
| +204% | +$156K | 0.02% | 178 |
|
|
2023
Q3 | $74.5K | Buy |
+3,046
| New | +$74.5K | 0.01% | 206 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 368 |
|