CWA
Continuum Wealth Advisors’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
Q2 | – | Sell |
-2,770
| Closed | -$254K | – | 60 |
|
|
2024
Q1 | $254K | Sell |
2,770
-135,001
| -98% | -$12.4M | 0.14% | 54 |
|
|
2023
Q4 | $12.6M | Buy |
137,771
+35,516
| +35% | +$3.25M | 8.16% | 5 |
|
|
2023
Q3 | $9.39M | Buy |
102,255
+99,312
| +3,375% | +$9.12M | 6.62% | 5 |
|
|
2023
Q2 | $270K | Buy |
+2,943
| New | +$270K | 0.19% | 41 |
|