Cedar Brook Financial 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
Q2 | – | Sell |
-4,152
| Closed | -$381K | – | 57 |
|
2024
Q1 | $381K | Buy |
4,152
+1,197
| +41% | +$110K | 0.08% | 263 |
|
2023
Q4 | $271K | Buy |
2,955
+272
| +10% | +$24.9K | 0.06% | 319 |
|
2023
Q3 | $246K | Sell |
2,683
-1,516
| -36% | -$139K | 0.06% | 297 |
|
2023
Q2 | $386K | Sell |
4,199
-2,975
| -41% | -$273K | 0.09% | 225 |
|
2023
Q1 | $659K | Sell |
7,174
-1,295
| -15% | -$119K | 0.17% | 140 |
|
2022
Q4 | $775K | Sell |
8,469
-7,010
| -45% | -$641K | 0.22% | 119 |
|
2022
Q3 | $1.42M | Sell |
15,479
-1,025
| -6% | -$93.9K | 0.46% | 56 |
|
2022
Q2 | $1.51M | Buy |
16,504
+5,615
| +52% | +$514K | 0.47% | 54 |
|
2022
Q1 | $996K | Buy |
10,889
+8,113
| +292% | +$742K | 0.26% | 94 |
|
2021
Q4 | $254K | Buy |
+2,776
| New | +$254K | 0.07% | 315 |
|
2021
Q2 | – | Sell |
-3,284
| Closed | -$300K | – | 372 |
|
2021
Q1 | $300K | Buy |
+3,284
| New | +$300K | 0.1% | 224 |
|
2020
Q4 | – | Sell |
-5,878
| Closed | -$538K | – | 324 |
|
2020
Q3 | $538K | Sell |
5,878
-4,026
| -41% | -$368K | 0.21% | 129 |
|
2020
Q2 | $906K | Buy |
9,904
+4,767
| +93% | +$436K | 0.4% | 67 |
|
2020
Q1 | $471K | Buy |
+5,137
| New | +$471K | 0.26% | 113 |
|
2019
Q1 | – | Sell |
-5,576
| Closed | -$510K | – | 287 |
|
2018
Q4 | $510K | Buy |
+5,576
| New | +$510K | 0.31% | 107 |
|