WP
WealthSource Partners’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,420
| Closed | -$609K | – | 612 |
|
|
2021
Q4 | $609K | Sell |
22,420
-3,668
| -14% | -$99.6K | 0.05% | 281 |
|
|
2021
Q3 | $715K | Sell |
26,088
-21,523
| -45% | -$590K | 0.06% | 227 |
|
|
2021
Q2 | $1.31M | Sell |
47,611
-11,051
| -19% | -$305K | 0.12% | 134 |
|
|
2021
Q1 | $1.6M | Sell |
58,662
-18,725
| -24% | -$512K | 0.16% | 100 |
|
|
2020
Q4 | $2.09M | Sell |
77,387
-19,633
| -20% | -$529K | 0.24% | 50 |
|
|
2020
Q3 | $2.51M | Buy |
97,020
+82,399
| +564% | +$2.13M | 0.33% | 39 |
|
|
2020
Q2 | $368K | Buy |
+14,621
| New | +$368K | 0.05% | 213 |
|
|
2019
Q2 | – | Sell |
-13,910
| Closed | -$379K | – | 477 |
|
|
2019
Q1 | $379K | Sell |
13,910
-15,284
| -52% | -$416K | 0.09% | 217 |
|
|
2018
Q4 | $760K | Sell |
29,194
-469
| -2% | -$12.2K | 0.22% | 100 |
|
|
2018
Q3 | $818K | Sell |
29,663
-52
| -0.2% | -$1.43K | 0.21% | 104 |
|
|
2018
Q2 | $811K | Sell |
29,715
-6,363
| -18% | -$174K | 0.23% | 101 |
|
|
2018
Q1 | $987K | Buy |
+36,078
| New | +$987K | 0.3% | 83 |
|