Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,836
| Closed | -$74.6K | – | 3236 |
|
|
2025
Q1 | $74.6K | Buy |
+1,836
| New | +$74.6K | ﹤0.01% | 1715 |
|
|
2024
Q1 | – | Sell |
-795
| Closed | -$32.1K | – | 2221 |
|
|
2023
Q4 | $32.1K | Hold |
795
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q3 | $32K | Hold |
795
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q2 | $32K | Buy |
+795
| New | +$32K | ﹤0.01% | 1219 |
|
|
2020
Q4 | – | Sell |
-750
| Closed | -$30K | – | 3000 |
|
|
2020
Q3 | $30K | Buy |
+750
| New | +$30K | ﹤0.01% | 1471 |
|