Delos Wealth Advisors’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
Q4 | – | Sell |
-5,460
| Closed | -$501K | – | 203 |
|
|
2024
Q3 | $501K | Hold |
5,460
| – | – | 0.44% | 39 |
|
|
2024
Q2 | $501K | Hold |
5,460
| – | – | 0.48% | 38 |
|
|
2024
Q1 | $501K | Sell |
5,460
-2,400
| -31% | -$220K | 0.56% | 37 |
|
|
2023
Q4 | $718K | Hold |
7,860
| – | – | 1.04% | 26 |
|
|
2023
Q3 | $722K | Hold |
7,860
| – | – | 0.87% | 32 |
|
|
2023
Q2 | $722K | Buy |
7,860
+5,460
| +228% | +$501K | 0.92% | 31 |
|
|
2023
Q1 | $220K | Buy |
2,400
+2,290
| +2,082% | +$210K | 0.28% | 42 |
|
|
2022
Q4 | $10.1K | Buy |
+110
| New | +$10.1K | 0.02% | 134 |
|