Summit Wealth Partners’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
2020 Q2	–	Sell	-7,215	Closed	-$281K	–	147
2020 Q1	$281K	Buy	7,215 +14	+0.2%	+$545	0.11%	88
2019 Q4	$291K	Buy	+7,201	New	+$291K	0.1%	95