Capstone Wealth Management Group (Pennsylvania)’s State Street Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $428K | Buy |
|
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|
2024
Q2 | $410K | Buy |
|
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|
2024
Q1 | $406K | Buy |
|
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $394K | Buy |
|
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $385K | Buy |
|
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $818K | Sell |
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|
2021
Q4 | $1.99M | Buy |
|