TPA
Trivium Point Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,257
| Closed | -$414K | – | 234 |
|
|
2023
Q4 | $414K | Buy |
10,257
+1,269
| +14% | +$51.2K | 0.1% | 154 |
|
|
2023
Q3 | $360K | Sell |
8,988
-2,431
| -21% | -$97.4K | 0.1% | 157 |
|
|
2023
Q2 | $460K | Buy |
11,419
+3,825
| +50% | +$154K | 0.12% | 155 |
|
|
2023
Q1 | $306K | Buy |
+7,594
| New | +$306K | 0.08% | 165 |
|