Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-114,979
| Closed | -$2.86M | – | 70 |
|
|
2023
Q1 | $2.86M | Sell |
114,979
-2,962
| -3% | -$73.6K | 2.28% | 14 |
|
|
2022
Q4 | $2.86M | Sell |
117,941
-104,477
| -47% | -$2.53M | 2.37% | 14 |
|
|
2022
Q3 | $5.29M | Sell |
222,418
-5,040
| -2% | -$120K | 5.12% | 9 |
|
|
2022
Q2 | $5.49M | Buy |
227,458
+22,713
| +11% | +$548K | 4.95% | 10 |
|
|
2022
Q1 | $5.37M | Buy |
204,745
+1,145
| +0.6% | +$30K | 4.49% | 8 |
|
|
2021
Q4 | $5.53M | Buy |
+203,600
| New | +$5.53M | 4.41% | 8 |
|