Westbourne Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,300
| Closed | -$63K | – | 142 |
|
2018
Q3 | $63K | Buy |
+2,300
| New | +$63K | 0.05% | 145 |
|
2016
Q4 | – | Sell |
-7,400
| Closed | -$205K | – | 104 |
|
2016
Q3 | $205K | Hold |
7,400
| – | – | 0.18% | 97 |
|
2016
Q2 | $200K | Buy |
+7,400
| New | +$200K | 0.18% | 104 |
|
2015
Q4 | – | Sell |
-11,900
| Closed | -$321K | – | 107 |
|
2015
Q3 | $321K | Hold |
11,900
| – | – | 0.32% | 78 |
|
2015
Q2 | $344K | Buy |
+11,900
| New | +$344K | 0.31% | 85 |
|