Baldwin 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
Q4 | – | Sell |
-1,364
| Closed | -$125K | – | 308 |
|
|
2024
Q3 | $125K | Buy |
1,364
+470
| +53% | +$43.2K | 0.01% | 392 |
|
|
2024
Q2 | $82.1K | Hold |
894
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $82.1K | Hold |
894
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $81.7K | Sell |
894
-188
| -17% | -$17.2K | 0.01% | 303 |
|
|
2023
Q3 | $99.3K | Hold |
1,082
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $99.3K | Sell |
1,082
-49
| -4% | -$4.5K | 0.01% | 324 |
|
|
2023
Q1 | $104K | Buy |
1,131
+831
| +277% | +$76.3K | 0.01% | 319 |
|
|
2022
Q4 | $27.4K | Buy |
+300
| New | +$27.4K | ﹤0.01% | 503 |
|