WealthSource Partners’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
-22,420
Closed -$609K 620
2021
Q4
$609K Sell
22,420
-3,668
-14% -$99.7K 0.05% 283
2021
Q3
$715K Sell
26,088
-21,523
-45% -$590K 0.06% 227
2021
Q2
$1.31M Sell
47,611
-11,051
-19% -$303K 0.12% 134
2021
Q1
$1.6M Sell
58,662
-18,725
-24% -$507K 0.16% 100
2020
Q4
$2.09M Sell
77,387
-19,633
-20% -$518K 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 +$360K 0.05% 213
2019
Q2
Sell
-13,910
Closed -$379K 478
2019
Q1
$379K Sell
13,910
-15,284
-52% -$412K 0.09% 217
2018
Q4
$760K Sell
29,194
-469
-2% -$12.6K 0.22% 101
2018
Q3
$818K Sell
29,663
-52
-0.2% -$1.43K 0.22% 105
2018
Q2
$811K Sell
29,715
-6,363
-18% -$174K 0.23% 101
2018
Q1
$987K Buy
+36,078
New +$992K 0.3% 83

Other funds holding SJNK