CWP
Cyndeo Wealth Partners’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 | $871K | Sell |
9,492
-1,113
| -10% | -$102K | 0.05% | 244 |
|
|
2025
Q1 | $973K | Sell |
10,605
-125
| -1% | -$11.5K | 0.06% | 216 |
|
|
2024
Q4 | $981K | Sell |
10,730
-14,475
| -57% | -$1.32M | 0.07% | 217 |
|
|
2024
Q3 | $2.31M | Sell |
25,205
-1,338
| -5% | -$123K | 0.16% | 153 |
|
|
2024
Q2 | $2.44M | Sell |
26,543
-113
| -0.4% | -$10.4K | 0.19% | 140 |
|
|
2024
Q1 | $2.45M | Buy |
26,656
+500
| +2% | +$45.9K | 0.2% | 140 |
|
|
2023
Q4 | $2.39M | Buy |
26,156
+100
| +0.4% | +$9.14K | 0.22% | 123 |
|
|
2023
Q3 | $2.39M | Buy |
+26,056
| New | +$2.39M | 0.25% | 108 |
|