JNBA Financial Advisors’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
Q2 | – | Sell |
-146
| Closed | -$5.91K | – | 677 |
|
|
2024
Q1 | $5.91K | Buy |
146
+1
| +0.7% | +$40 | ﹤0.01% | 517 |
|
|
2023
Q4 | $5.84K | Buy |
145
+3
| +2% | +$121 | ﹤0.01% | 524 |
|
|
2023
Q3 | $5.73K | Buy |
142
+1
| +0.7% | +$40 | ﹤0.01% | 529 |
|
|
2023
Q2 | $5.66K | Buy |
141
+38
| +37% | +$1.53K | ﹤0.01% | 523 |
|
|
2023
Q1 | $4.13K | Buy |
103
+1
| +1% | +$40 | ﹤0.01% | 568 |
|
|
2022
Q4 | $4.08K | Buy |
102
+1
| +1% | +$40 | ﹤0.01% | 533 |
|
|
2022
Q3 | $4K | Buy |
101
+1
| +1% | +$40 | ﹤0.01% | 555 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 594 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 655 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 574 |
|