ETIA
Epic Trust Investment 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 |
-6,511
| Closed | -$260K | – | 109 |
|
|
2022
Q3 | $260K | Sell |
6,511
-154
| -2% | -$6.15K | 0.36% | 85 |
|
|
2022
Q2 | $265K | Sell |
6,665
-4,599
| -41% | -$183K | 0.5% | 49 |
|
|
2022
Q1 | $451K | Sell |
11,264
-2,708
| -19% | -$108K | 0.7% | 34 |
|
|
2021
Q4 | $563K | Buy |
+13,972
| New | +$563K | 0.82% | 27 |
|