Journey Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,583
| Closed | -$225K | – | 226 |
|
2021
Q4 | $225K | Sell |
5,583
-1,694
| -23% | -$68.3K | 0.06% | 195 |
|
2021
Q3 | $294K | Sell |
7,277
-1,635
| -18% | -$66.1K | 0.1% | 164 |
|
2021
Q2 | $361K | Sell |
8,912
-3,007
| -25% | -$122K | 0.11% | 151 |
|
2021
Q1 | $482K | Buy |
11,919
+5,815
| +95% | +$235K | 0.17% | 111 |
|
2020
Q4 | $247K | Buy |
+6,104
| New | +$247K | 0.09% | 161 |
|