BFA
Brendel Financial 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
Q4 | – | Sell |
-14,900
| Closed | -$595K | – | 40 |
|
|
2022
Q3 | $595K | Hold |
14,900
| – | – | 1.41% | 25 |
|
|
2022
Q2 | $593K | Sell |
14,900
-16,594
| -53% | -$660K | 0.52% | 50 |
|
|
2022
Q1 | $1.26M | Hold |
31,494
| – | – | 0.69% | 44 |
|
|
2021
Q4 | $1.27M | Sell |
31,494
-12,200
| -28% | -$492K | 0.66% | 47 |
|
|
2021
Q3 | $1.77M | Hold |
43,694
| – | – | 2.11% | 21 |
|
|
2021
Q2 | $1.77M | Buy |
+43,694
| New | +$1.77M | 0.97% | 38 |
|