Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,519
| Closed | -$3.06M | – | 13 |
|
|
2023
Q4 | $3.06M | Sell |
33,519
-12,496
| -27% | -$1.14M | 0.42% | 49 |
|
|
2023
Q3 | $4.23M | Sell |
46,015
-12,431
| -21% | -$1.14M | 0.65% | 44 |
|
|
2023
Q2 | $5.37M | Buy |
58,446
+32,178
| +122% | +$2.95M | 0.73% | 42 |
|
|
2023
Q1 | $2.41M | Sell |
26,268
-190,110
| -88% | -$17.5M | 0.35% | 46 |
|
|
2022
Q4 | $19.8M | Buy |
+216,378
| New | +$19.8M | 2.78% | 4 |
|