AWM
Ameliora Wealth Management’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
27,767
| – | – | 0.4% | 42 |
|
|
2025
Q1 | $1.13M | Hold |
27,767
| – | – | 0.42% | 38 |
|
|
2024
Q4 | $1.12M | Hold |
27,767
| – | – | 0.42% | 41 |
|
|
2024
Q3 | $1.13M | Hold |
27,767
| – | – | 0.47% | 39 |
|
|
2024
Q2 | $1.12M | Sell |
27,767
-19,077
| -41% | -$772K | 0.51% | 40 |
|
|
2024
Q1 | $1.9M | Sell |
46,844
-3,140
| -6% | -$127K | 0.86% | 38 |
|
|
2023
Q4 | $2.02M | Hold |
49,984
| – | – | 1% | 33 |
|
|
2023
Q3 | $2.01M | Sell |
49,984
-1,937
| -4% | -$78K | 1.19% | 31 |
|
|
2023
Q2 | $2.09M | Hold |
51,921
| – | – | 1.29% | 26 |
|
|
2023
Q1 | $2.09M | Sell |
51,921
-3,146
| -6% | -$127K | 1.22% | 28 |
|
|
2022
Q4 | $2.2M | Buy |
55,067
+5,168
| +10% | +$207K | 1.18% | 30 |
|
|
2022
Q3 | $1.99M | Buy |
+49,899
| New | +$1.99M | 1.08% | 28 |
|