WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,742
| Closed | -$210K | – | 392 |
|
|
2021
Q3 | $210K | Sell |
7,742
-7
| -0.1% | -$190 | 0.01% | 356 |
|
|
2021
Q2 | $211K | Buy |
+7,749
| New | +$211K | 0.01% | 335 |
|
|
2020
Q3 | – | Sell |
-16,385
| Closed | -$423K | – | 326 |
|
|
2020
Q2 | $423K | Buy |
+16,385
| New | +$423K | 0.04% | 204 |
|
|
2019
Q2 | – | Sell |
-9,003
| Closed | -$243K | – | 270 |
|
|
2019
Q1 | $243K | Sell |
9,003
-534
| -6% | -$14.4K | 0.04% | 225 |
|
|
2018
Q4 | $258K | Buy |
+9,537
| New | +$258K | 0.04% | 208 |
|
|
2018
Q3 | – | Sell |
-15,265
| Closed | -$417K | – | 280 |
|
|
2018
Q2 | $417K | Sell |
15,265
-206
| -1% | -$5.63K | 0.09% | 155 |
|
|
2018
Q1 | $423K | Sell |
15,471
-2,883
| -16% | -$78.8K | 0.09% | 155 |
|
|
2017
Q4 | $505K | Buy |
18,354
+8,888
| +94% | +$245K | 0.14% | 126 |
|
|
2017
Q3 | $265K | Buy |
9,466
+1,200
| +15% | +$33.6K | 0.07% | 155 |
|
|
2017
Q2 | $231K | Buy |
+8,266
| New | +$231K | 0.07% | 156 |
|
|
2015
Q2 | – | Sell |
-1,377
| Closed | -$40K | – | 497 |
|
|
2015
Q1 | $40K | Buy |
+1,377
| New | +$40K | 0.02% | 265 |
|