Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
17,845
+3
| +0% | +$122 | 0.04% | 332 |
|
|
2025
Q1 | $725K | Buy |
17,842
+1,303
| +8% | +$53K | 0.05% | 305 |
|
|
2024
Q4 | $668K | Buy |
16,539
+5
| +0% | +$202 | 0.04% | 307 |
|
|
2024
Q3 | $674K | Buy |
16,534
+4
| +0% | +$163 | 0.04% | 380 |
|
|
2024
Q2 | $669K | Sell |
16,530
-1,165
| -7% | -$47.1K | 0.05% | 297 |
|
|
2024
Q1 | $717K | Buy |
17,695
+1,134
| +7% | +$45.9K | 0.06% | 285 |
|
|
2023
Q4 | $669K | Hold |
16,561
| – | – | 0.05% | 348 |
|
|
2023
Q3 | $667K | Buy |
16,561
+5,045
| +44% | +$203K | 0.06% | 325 |
|
|
2023
Q2 | $464K | Buy |
11,516
+300
| +3% | +$12.1K | 0.04% | 394 |
|
|
2023
Q1 | $451K | Buy |
+11,216
| New | +$451K | 0.04% | 395 |
|
|
2022
Q4 | – | Sell |
-7,311
| Closed | -$292K | – | 788 |
|
|
2022
Q3 | $292K | Sell |
7,311
-278
| -4% | -$11.1K | 0.02% | 638 |
|
|
2022
Q2 | $302K | Buy |
7,589
+1
| +0% | +$40 | 0.02% | 610 |
|
|
2022
Q1 | $304K | Buy |
+7,588
| New | +$304K | 0.01% | 671 |
|
|
2021
Q1 | – | Sell |
-7,368
| Closed | -$298K | – | 541 |
|
|
2020
Q4 | $298K | Hold |
7,368
| – | – | 0.04% | 357 |
|
|
2020
Q3 | $298K | Hold |
7,368
| – | – | 0.05% | 336 |
|
|
2020
Q2 | $297K | Buy |
+7,368
| New | +$297K | 0.05% | 318 |
|