Clearview Wealth Advisors’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
Q3 | – | Sell |
-670
| Closed | -$61.5K | – | 170 |
|
|
2023
Q2 | $61.5K | Hold |
670
| – | – | 0.06% | 182 |
|
|
2023
Q1 | $61.5K | Hold |
670
| – | – | 0.06% | 186 |
|
|
2022
Q4 | $61.3K | Sell |
670
-2,200
| -77% | -$201K | 0.05% | 158 |
|
|
2022
Q3 | $263K | Buy |
2,870
+2,200
| +328% | +$202K | 0.21% | 73 |
|
|
2022
Q2 | $61K | Hold |
670
| – | – | 0.05% | 162 |
|
|
2022
Q1 | $61K | Sell |
670
-2,005
| -75% | -$183K | 0.04% | 180 |
|
|
2021
Q4 | $245K | Sell |
2,675
-882
| -25% | -$80.8K | 0.15% | 99 |
|
|
2021
Q3 | $325K | Hold |
3,557
| – | – | 0.21% | 92 |
|
|
2021
Q2 | $325K | Hold |
3,557
| – | – | 0.2% | 88 |
|
|
2021
Q1 | $325K | Sell |
3,557
-134
| -4% | -$12.2K | 0.21% | 90 |
|
|
2020
Q4 | $338K | Buy |
+3,691
| New | +$338K | 0.23% | 80 |
|