CWM
Cornerstone Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
11,545
-345
| -3% | -$31.6K | 0.06% | 254 |
|
2025
Q1 | $1.09M | Sell |
11,890
-124
| -1% | -$11.4K | 0.07% | 226 |
|
2024
Q4 | $1.1M | Buy |
12,014
+4,719
| +65% | +$431K | 0.07% | 220 |
|
2024
Q3 | $670K | Buy |
7,295
+1,430
| +24% | +$131K | 0.05% | 290 |
|
2024
Q2 | $538K | Buy |
5,865
+2,319
| +65% | +$213K | 0.04% | 319 |
|
2024
Q1 | $326K | Buy |
+3,546
| New | +$326K | 0.03% | 420 |
|
2023
Q4 | – | Sell |
-2,588
| Closed | -$238K | – | 525 |
|
2023
Q3 | $238K | Buy |
+2,588
| New | +$238K | 0.02% | 473 |
|
2020
Q3 | – | Sell |
-25,264
| Closed | -$2.31M | – | 391 |
|
2020
Q2 | $2.31M | Buy |
+25,264
| New | +$2.31M | 0.37% | 55 |
|
2019
Q4 | – | Sell |
-4,505
| Closed | -$413K | – | 349 |
|
2019
Q3 | $413K | Buy |
+4,505
| New | +$413K | 0.07% | 233 |
|