Core Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
47,350
-8,819
| -16% | -$809K | 2.2% | 8 |
|
|
2025
Q1 | $5.15M | Buy |
56,169
+12,735
| +29% | +$1.17M | 3% | 5 |
|
|
2024
Q4 | $3.97M | Buy |
43,434
+6,218
| +17% | +$569K | 2.28% | 8 |
|
|
2024
Q3 | $3.42M | Sell |
37,216
-337
| -0.9% | -$30.9K | 2.07% | 7 |
|
|
2024
Q2 | $3.45M | Buy |
37,553
+3,259
| +10% | +$299K | 2.36% | 7 |
|
|
2024
Q1 | $3.15M | Sell |
34,294
-3,982
| -10% | -$366K | 2.38% | 9 |
|
|
2023
Q4 | $3.5M | Sell |
38,276
-1,030
| -3% | -$94.1K | 2.87% | 8 |
|
|
2023
Q3 | $3.61M | Buy |
39,306
+3,454
| +10% | +$317K | 3.28% | 8 |
|
|
2023
Q2 | $3.29M | Sell |
35,852
-2,554
| -7% | -$235K | 3.04% | 8 |
|
|
2023
Q1 | $3.53M | Sell |
38,406
-2,435
| -6% | -$224K | 3.54% | 8 |
|
|
2022
Q4 | $3.73M | Buy |
+40,841
| New | +$3.73M | 4.2% | 4 |
|