Lws Wealth Advisors, Inc. Spdr Bloomberg Short Term High Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 11,407 shares of SJNK stock, worth $291,791. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,407

Previous 11,132 2.47%

Holding current value

$291,791

Previous $272,000 5.15%

% of portfolio

0.11%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$23.92 - $25.29 $6,578 - $6,954	275 Added 2.47%	11,407 $286,000
Q3 2023 Nov 13, 2023	BUY	$24.38 - $24.83 $4,485 - $4,568	184 Added 1.68%	11,132 $272,000
Q2 2023 Jul 28, 2023	BUY	$24.32 - $24.74 $5,399 - $5,492	222 Added 2.07%	10,948 $270,000
Q1 2023 Apr 28, 2023	BUY	$24.16 - $25.15 $4,010 - $4,174	166 Added 1.57%	10,726 $266,000
Q4 2022 Feb 14, 2023	SELL	$23.68 - $24.88 $225,054 - $236,459	-9,504 Reduced 47.37%	10,560 $255,000
Q3 2022 Nov 14, 2022	SELL	$23.77 - $25.45 $2.93 Million - $3.13 Million	-123,086 Reduced 85.98%	20,064 $477,000
Q2 2022 Aug 05, 2022	BUY	$23.97 - $26.27 $3.17 Million - $3.47 Million	132,194 Added 1206.59%	143,150 $3.45 Million
Q1 2022 May 10, 2022	SELL	$25.67 - $27.15 $27,774 - $29,376	-1,082 Reduced 8.99%	10,956 $287,000
Q4 2021 Feb 02, 2022	BUY	$26.84 - $27.37 $7,837 - $7,992	292 Added 2.49%	12,038 $327,000
Q3 2021 Nov 09, 2021	SELL	$27.24 - $27.55 $13,647 - $13,802	-501 Reduced 4.09%	11,746 $322,000
Q2 2021 Jul 23, 2021	SELL	$27.25 - $27.58 $7,929 - $8,025	-291 Reduced 2.32%	12,247 $338,000
Q1 2021 Apr 29, 2021	SELL	$26.89 - $27.33 $11,455 - $11,642	-426 Reduced 3.29%	12,538 $343,000
Q4 2020 Jan 20, 2021	SELL	$25.77 - $26.95 $20,590 - $21,533	-799 Reduced 5.81%	12,964 $349,000
Q3 2020 Nov 10, 2020	BUY	$25.1 - $26.1 $978 - $1,017	39 Added 0.28%	13,763 $356,000
Q2 2020 Aug 05, 2020	BUY	$22.7 - $25.75 $77,520 - $87,936	3,415 Added 33.13%	13,724 $346,000
Q1 2020 May 04, 2020	SELL	$21.62 - $27.12 $68,946 - $86,485	-3,189 Reduced 23.63%	10,309 $243,000
Q4 2019 Feb 06, 2020	BUY	$26.55 - $26.99 $358,371 - $364,311	13,498 New	13,498 $364,000

Others Institutions Holding SJNK

# of Institutions

379

Shares Held

137M

Call Options Held

300

Put Options Held

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About SPDR BLOOMBERG SHORT TERM HIGH

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Lws Wealth Advisors, Inc. Spdr Bloomberg Short Term High Transaction History