Everhart Financial Group’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$204K | – | 330 |
|
|
2024
Q3 | $204K | Sell |
5,000
-4,599
| -48% | -$188K | 0.05% | 310 |
|
|
2024
Q2 | $388K | Sell |
9,599
-7,821
| -45% | -$317K | 0.1% | 197 |
|
|
2024
Q1 | $706K | Sell |
17,420
-15,170
| -47% | -$614K | 0.21% | 106 |
|
|
2023
Q4 | $1.32M | Buy |
32,590
+406
| +1% | +$16.4K | 0.47% | 43 |
|
|
2023
Q3 | $1.3M | Sell |
32,184
-182,237
| -85% | -$7.34M | 0.55% | 38 |
|
|
2023
Q2 | $8.63M | Buy |
214,421
+22,242
| +12% | +$895K | 3.57% | 5 |
|
|
2023
Q1 | $7.74M | Buy |
+192,179
| New | +$7.74M | 3.47% | 6 |
|