David Kennon Inc ULST Holdings History
David Kennon Inc's SPDR SSgA Ultra Short Term Bond ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 208,977.00 shares of SPDR SSgA Ultra Short Term Bond ETF(ULST), totaling $8.49 Mil. This investment constitutes 3.38% of their stock portfolio, and David Kennon Inc now holds 1.35% of the outstanding SPDR SSgA Ultra Short Term Bond ETF(ULST) stock.
The initial trade took place in 2023Q1. And since then David Kennon Inc has made 6 purchases of ULST, at an average price of $39.77, for a total of 570,824.00 shares. In addition, there have been 3 sales at an average price of $40.25 for 361,847.00 shares. Based on historical transaction data and ULST's current price of $40.50, David Kennon Inc's estimated gain on his ULST holdings is $323,295.34, reflecting a 1.42% gain to date.
David Kennon Inc ULST ($40.50) Holding Chart
David Kennon Inc ULST ($40.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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