Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,056
| Closed | -$204K | – | 183 |
|
|
2023
Q2 | $204K | Sell |
5,056
-2,326
| -32% | -$93.6K | 0.05% | 169 |
|
|
2023
Q1 | $297K | Sell |
7,382
-8,166
| -53% | -$329K | 0.08% | 142 |
|
|
2022
Q4 | $622K | Sell |
15,548
-1,659
| -10% | -$66.3K | 0.18% | 89 |
|
|
2022
Q3 | $687K | Sell |
17,207
-3,514
| -17% | -$140K | 0.22% | 64 |
|
|
2022
Q2 | $825K | Sell |
20,721
-278,737
| -93% | -$11.1M | 0.26% | 56 |
|
|
2022
Q1 | $12M | Buy |
299,458
+248,027
| +482% | +$9.93M | 3.21% | 10 |
|
|
2021
Q4 | $2.07M | Buy |
+51,431
| New | +$2.07M | 0.86% | 17 |
|