WAOTB
Wealth Advisors of Tampa Bay’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,172
| Closed | -$653K | – | 69 |
|
|
2019
Q4 | $653K | Buy |
16,172
+4,575
| +39% | +$185K | 0.6% | 45 |
|
|
2019
Q3 | $469K | Sell |
11,597
-150
| -1% | -$6.07K | 0.39% | 57 |
|
|
2019
Q2 | $475K | Sell |
11,747
-500
| -4% | -$20.2K | 0.34% | 58 |
|
|
2019
Q1 | $494K | Sell |
12,247
-745
| -6% | -$30.1K | 0.36% | 54 |
|
|
2018
Q4 | $522K | Buy |
+12,992
| New | +$522K | 0.42% | 51 |
|