Gerber Kawasaki Wealth & Investment 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 | $455K | Buy |
11,184
+12
| +0.1% | +$488 | 0.02% | 215 |
|
|
2025
Q1 | $454K | Buy |
11,172
+1,009
| +10% | +$41K | 0.02% | 197 |
|
|
2024
Q4 | $411K | Buy |
10,163
+17
| +0.2% | +$687 | 0.02% | 202 |
|
|
2024
Q3 | $414K | Buy |
10,146
+14
| +0.1% | +$571 | 0.02% | 201 |
|
|
2024
Q2 | $410K | Sell |
10,132
-539
| -5% | -$21.8K | 0.02% | 190 |
|
|
2024
Q1 | $432K | Buy |
10,671
+62
| +0.6% | +$2.51K | 0.02% | 186 |
|
|
2023
Q4 | $428K | Sell |
10,609
-1,737
| -14% | -$70.1K | 0.03% | 175 |
|
|
2023
Q3 | $497K | Sell |
12,346
-800
| -6% | -$32.2K | 0.03% | 160 |
|
|
2023
Q2 | $529K | Hold |
13,146
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $529K | Sell |
13,146
-340
| -3% | -$13.7K | 0.04% | 162 |
|
|
2022
Q4 | $539K | Sell |
13,486
-1,310
| -9% | -$52.4K | 0.05% | 164 |
|
|
2022
Q3 | $590K | Sell |
14,796
-130
| -0.9% | -$5.18K | 0.06% | 146 |
|
|
2022
Q2 | $594K | Sell |
14,926
-2,300
| -13% | -$91.5K | 0.06% | 149 |
|
|
2022
Q1 | $689K | Sell |
17,226
-1,020
| -6% | -$40.8K | 0.06% | 135 |
|
|
2021
Q4 | $735K | Sell |
18,246
-100
| -0.5% | -$4.03K | 0.06% | 134 |
|
|
2021
Q3 | $742K | Sell |
18,346
-5,122
| -22% | -$207K | 0.1% | 81 |
|
|
2021
Q2 | $949K | Sell |
23,468
-18,207
| -44% | -$736K | 0.1% | 106 |
|
|
2021
Q1 | $1.69M | Sell |
41,675
-19,947
| -32% | -$807K | 0.2% | 76 |
|
|
2020
Q4 | $2.49M | Sell |
61,622
-16,728
| -21% | -$676K | 0.35% | 54 |
|
|
2020
Q3 | $3.17M | Sell |
78,350
-28,202
| -26% | -$1.14M | 0.68% | 32 |
|
|
2020
Q2 | $4.3M | Buy |
106,552
+51,247
| +93% | +$2.07M | 0.95% | 32 |
|
|
2020
Q1 | $2.15M | Buy |
+55,305
| New | +$2.15M | 0.61% | 40 |
|