CWS
Confluence Wealth Services’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,324
| Closed | -$397K | – | 333 |
|
|
2024
Q3 | $397K | Sell |
4,324
-13,415
| -76% | -$1.23M | 0.03% | 248 |
|
|
2024
Q2 | $1.63M | Buy |
17,739
+13,270
| +297% | +$1.22M | 0.13% | 94 |
|
|
2024
Q1 | $410K | Buy |
+4,469
| New | +$410K | 0.04% | 233 |
|
|
2022
Q1 | – | Sell |
-126
| Closed | -$11K | – | 337 |
|
|
2021
Q4 | $11K | Buy |
+126
| New | +$11K | ﹤0.01% | 882 |
|