Clear Perspectives Financial Planning’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
Q1
$2.54M Sell
27,633
-35,750
-56% -$3.28M 1.42% 18
2022
Q4
$5.8M Sell
63,383
-168,959
-73% -$15.5M 3.08% 10
2022
Q3
$21.3M Sell
232,342
-57,551
-20% -$5.27M 10.44% 2
2022
Q2
$26.5M Buy
289,893
+65,834
+29% +$6.02M 10.34% 2
2022
Q1
$20.5M Buy
+224,059
New +$20.5M 7.76% 4