RCS
Retirement Capital Strategies’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-77,437
| Closed | -$3.12M | – | 71 |
|
|
2023
Q1 | $3.12M | Sell |
77,437
-7,745
| -9% | -$312K | 1.51% | 15 |
|
|
2022
Q4 | $3.41M | Buy |
85,182
+32,753
| +62% | +$1.31M | 1.67% | 16 |
|
|
2022
Q3 | $2.09M | Buy |
+52,429
| New | +$2.09M | 0.96% | 18 |
|
|
2021
Q4 | – | Sell |
-162,081
| Closed | -$6.56M | – | 85 |
|
|
2021
Q3 | $6.56M | Buy |
+162,081
| New | +$6.56M | 2.52% | 12 |
|