Alpha Financial Partners’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,833
| Closed | -$2.57M | – | 113 |
|
|
2024
Q2 | $2.57M | Buy |
25,833
+1,300
| +5% | +$129K | 2.22% | 10 |
|
|
2024
Q1 | $2.44M | Buy |
24,533
+435
| +2% | +$43.2K | 2.22% | 10 |
|
|
2023
Q4 | $2.39M | Sell |
24,098
-1,533
| -6% | -$152K | 2.36% | 10 |
|
|
2023
Q3 | $2.55M | Buy |
25,631
+4,060
| +19% | +$404K | 2.96% | 9 |
|
|
2023
Q2 | $2.15M | Buy |
21,571
+13,014
| +152% | +$1.29M | 2.28% | 9 |
|
|
2023
Q1 | $852K | Buy |
+8,557
| New | +$852K | 0.96% | 21 |
|