WAS
Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
6,355
+70
| +1% | +$2.85K | 0.06% | 86 |
|
|
2025
Q1 | $256K | Buy |
6,285
+46
| +0.7% | +$1.87K | 0.07% | 83 |
|
|
2024
Q4 | $252K | Sell |
6,239
-756
| -11% | -$30.6K | 0.07% | 81 |
|
|
2024
Q3 | $285K | Buy |
6,995
+89
| +1% | +$3.63K | 0.08% | 76 |
|
|
2024
Q2 | $280K | Buy |
6,906
+88
| +1% | +$3.56K | 0.08% | 75 |
|
|
2024
Q1 | $276K | Buy |
6,818
+56
| +0.8% | +$2.27K | 0.08% | 72 |
|
|
2023
Q4 | $273K | Buy |
6,762
+8
| +0.1% | +$323 | 0.09% | 72 |
|
|
2023
Q3 | $272K | Sell |
6,754
-917
| -12% | -$36.9K | 0.1% | 69 |
|
|
2023
Q2 | $309K | Buy |
7,671
+575
| +8% | +$23.2K | 0.11% | 67 |
|
|
2023
Q1 | $286K | Buy |
7,096
+44
| +0.6% | +$1.77K | 0.11% | 69 |
|
|
2022
Q4 | $282K | Sell |
7,052
-305
| -4% | -$12.2K | 0.12% | 70 |
|
|
2022
Q3 | $294K | Buy |
7,357
+33
| +0.5% | +$1.32K | 0.13% | 62 |
|
|
2022
Q2 | $292K | Buy |
7,324
+536
| +8% | +$21.4K | 0.12% | 64 |
|
|
2022
Q1 | $272K | Sell |
6,788
-521
| -7% | -$20.9K | 0.09% | 66 |
|
|
2021
Q4 | $295K | Buy |
7,309
+11
| +0.2% | +$444 | 0.1% | 64 |
|
|
2021
Q3 | $295K | Buy |
7,298
+9
| +0.1% | +$364 | 0.1% | 64 |
|
|
2021
Q2 | $295K | Sell |
7,289
-385
| -5% | -$15.6K | 0.11% | 63 |
|
|
2021
Q1 | $310K | Buy |
7,674
+626
| +9% | +$25.3K | 0.12% | 55 |
|
|
2020
Q4 | $285K | Buy |
7,048
+21
| +0.3% | +$849 | 0.12% | 55 |
|
|
2020
Q3 | $284K | Buy |
7,027
+516
| +8% | +$20.9K | 0.12% | 52 |
|
|
2020
Q2 | $263K | Sell |
6,511
-221
| -3% | -$8.93K | 0.13% | 52 |
|
|
2020
Q1 | $262K | Sell |
6,732
-378
| -5% | -$14.7K | 0.13% | 49 |
|
|
2019
Q4 | $287K | Sell |
7,110
-7,297
| -51% | -$295K | 0.14% | 63 |
|
|
2019
Q3 | $582K | Buy |
14,407
+96
| +0.7% | +$3.88K | 0.3% | 42 |
|
|
2019
Q2 | $579K | Buy |
14,311
+7,792
| +120% | +$315K | 0.3% | 39 |
|
|
2019
Q1 | $263K | Buy |
+6,519
| New | +$263K | 0.15% | 67 |
|