WS
Wela Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-460,291
| Closed | -$12M | – | 39 |
|
|
2018
Q4 | $12M | Buy |
460,291
+14,724
| +3% | +$383K | 9.04% | 3 |
|
|
2018
Q3 | $12.3M | Buy |
445,567
+17,813
| +4% | +$491K | 8.67% | 4 |
|
|
2018
Q2 | $11.7M | Buy |
427,754
+40,780
| +11% | +$1.11M | 8.7% | 3 |
|
|
2018
Q1 | $10.6M | Sell |
386,974
-12,489
| -3% | -$342K | 8.48% | 3 |
|
|
2017
Q4 | $11M | Buy |
399,463
+18,912
| +5% | +$521K | 8.67% | 3 |
|
|
2017
Q3 | $10.6M | Buy |
380,551
+75,111
| +25% | +$2.1M | 10% | 2 |
|
|
2017
Q2 | $9.22M | Sell |
305,440
-11,977
| -4% | -$362K | 8.46% | 4 |
|
|
2017
Q1 | $8.88M | Buy |
+317,417
| New | +$8.88M | 8.7% | 3 |
|