Amplius Wealth Advisors’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
2022
Q2
Sell
-6,826
Closed -$273K 194
2022
Q1
$273K Sell
6,826
-25,420
-79% -$1.02M 0.04% 143
2021
Q4
$1.3M Buy
+32,246
New +$1.3M 0.18% 58