WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,085
| Closed | -$30K | – | 1699 |
|
|
2016
Q3 | $30K | Hold |
1,085
| – | – | 0.01% | 841 |
|
|
2016
Q2 | $29K | Hold |
1,085
| – | – | 0.01% | 835 |
|
|
2016
Q1 | $28K | Sell |
1,085
-1,000
| -48% | -$25.8K | 0.01% | 812 |
|
|
2015
Q4 | $54K | Hold |
2,085
| – | – | 0.02% | 643 |
|
|
2015
Q3 | $56K | Sell |
2,085
-515
| -20% | -$13.8K | 0.02% | 612 |
|
|
2015
Q2 | $75K | Hold |
2,600
| – | – | 0.02% | 618 |
|
|
2015
Q1 | $76K | Sell |
2,600
-500
| -16% | -$14.6K | 0.02% | 615 |
|
|
2014
Q4 | $90K | Buy |
3,100
+1,700
| +121% | +$49.4K | 0.02% | 672 |
|
|
2014
Q3 | $42K | Sell |
1,400
-27
| -2% | -$810 | 0.01% | 993 |
|
|
2014
Q2 | $44K | Sell |
1,427
-2,373
| -62% | -$73.2K | 0.01% | 958 |
|
|
2014
Q1 | $118K | Sell |
3,800
-30,559
| -89% | -$949K | 0.02% | 587 |
|
|
2013
Q4 | $1.06M | Sell |
34,359
-6,170
| -15% | -$190K | 0.15% | 159 |
|
|
2013
Q3 | $1.24M | Buy |
40,529
+40,298
| +17,445% | +$1.23M | 0.19% | 134 |
|
|
2013
Q2 | $7K | Buy |
+231
| New | +$7K | ﹤0.01% | 1577 |
|