UCMOK
United Capital Management of KS’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-95,553
| Closed | -$2.79M | – | 88 |
|
|
2022
Q3 | $2.79M | Buy |
95,553
+15,371
| +19% | +$449K | 1.31% | 36 |
|
|
2022
Q2 | $2.38M | Sell |
80,182
-6,252
| -7% | -$186K | 1.12% | 43 |
|
|
2022
Q1 | $2.6M | Buy |
86,434
+4,611
| +6% | +$139K | 1.01% | 44 |
|
|
2021
Q4 | $2.53M | Buy |
81,823
+22,992
| +39% | +$712K | 0.95% | 48 |
|
|
2021
Q3 | $1.84M | Buy |
58,831
+21,498
| +58% | +$672K | 0.75% | 49 |
|
|
2021
Q2 | $1.17M | Buy |
37,333
+24,694
| +195% | +$773K | 0.48% | 56 |
|
|
2021
Q1 | $395K | Buy |
12,639
+2,863
| +29% | +$89.5K | 0.18% | 76 |
|
|
2020
Q4 | $307K | Buy |
+9,776
| New | +$307K | 0.14% | 80 |
|