SWM
Seed Wealth Management’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
Q4 | – | Sell |
-11,900
| Closed | -$479K | – | 156 |
|
|
2023
Q3 | $479K | Buy |
11,900
+5,900
| +98% | +$238K | 0.54% | 55 |
|
|
2023
Q2 | $242K | Hold |
6,000
| – | – | 0.26% | 112 |
|
|
2023
Q1 | $242K | Hold |
6,000
| – | – | 0.27% | 103 |
|
|
2022
Q4 | $240K | Buy |
+6,000
| New | +$240K | 0.27% | 93 |
|