Accretive Wealth Partners’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,542
| Closed | -$872K | – | 138 |
|
|
2023
Q4 | $872K | Buy |
+9,542
| New | +$872K | 0.42% | 84 |
|
|
2023
Q3 | – | Sell |
-22,311
| Closed | -$2.05M | – | 120 |
|
|
2023
Q2 | $2.05M | Buy |
22,311
+5,857
| +36% | +$538K | 1.21% | 18 |
|
|
2023
Q1 | $1.51M | Buy |
+16,454
| New | +$1.51M | 0.97% | 29 |
|
|
2022
Q3 | – | Sell |
-11,018
| Closed | -$1.01M | – | 104 |
|
|
2022
Q2 | $1.01M | Buy |
+11,018
| New | +$1.01M | 0.73% | 48 |
|