BerganKDV Wealth Management’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
Q2 | $16.8K | Sell |
183
-773
| -81% | -$71K | ﹤0.01% | 509 |
|
|
2023
Q1 | $87.8K | Buy |
+956
| New | +$87.8K | 0.01% | 327 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$5K | – | 910 |
|
|
2020
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 620 |
|
|
2020
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 574 |
|
|
2019
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $5K | Buy |
52
+26
| +100% | +$2.5K | ﹤0.01% | 553 |
|
|
2019
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 658 |
|
|
2019
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 654 |
|
|
2018
Q3 | – | Sell |
-45
| Closed | -$4K | – | 616 |
|
|
2018
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 564 |
|