Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,756
| Closed | -$345K | – | 89 |
|
|
2024
Q2 | $345K | Hold |
3,756
| – | – | 0.14% | 64 |
|
|
2024
Q1 | $345K | Sell |
3,756
-4,986
| -57% | -$458K | 0.14% | 65 |
|
|
2023
Q4 | $799K | Sell |
8,742
-304
| -3% | -$27.8K | 0.35% | 43 |
|
|
2023
Q3 | $831K | Sell |
9,046
-8,821
| -49% | -$810K | 0.4% | 41 |
|
|
2023
Q2 | $1.64M | Buy |
+17,867
| New | +$1.64M | 0.85% | 30 |
|