Advocacy Wealth Management Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,320
| Closed | -$304K | – | 38 |
|
2022
Q4 | $304K | Buy |
+3,320
| New | +$304K | 0.04% | 38 |
|
2022
Q1 | – | Sell |
-1,052
| Closed | -$96K | – | 188 |
|
2021
Q4 | $96K | Hold |
1,052
| – | – | 0.02% | 44 |
|
2021
Q3 | $96K | Sell |
1,052
-1,034
| -50% | -$94.4K | 0.02% | 43 |
|
2021
Q2 | $191K | Buy |
2,086
+274
| +15% | +$25.1K | 0.04% | 35 |
|
2021
Q1 | $166K | Buy |
1,812
+732
| +68% | +$67.1K | 0.03% | 41 |
|
2020
Q4 | $99K | Hold |
1,080
| – | – | 0.01% | 48 |
|
2020
Q3 | $99K | Sell |
1,080
-133
| -11% | -$12.2K | 0.02% | 51 |
|
2020
Q2 | $111K | Hold |
1,213
| – | – | 0.02% | 45 |
|
2020
Q1 | $111K | Buy |
1,213
+789
| +186% | +$72.2K | 0.02% | 32 |
|
2019
Q4 | $39K | Sell |
424
-10
| -2% | -$920 | 0.01% | 56 |
|
2019
Q3 | $40K | Hold |
434
| – | – | 0.03% | 54 |
|
2019
Q2 | $40K | Buy |
+434
| New | +$40K | 0.03% | 46 |
|
2013
Q3 | – | Sell |
-250
| Closed | -$23K | – | 287 |
|
2013
Q2 | $23K | Buy |
+250
| New | +$23K | 0.09% | 133 |
|