Elm 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.02M | Sell |
11,106
-4,215
| -28% | -$385K | 1.37% | 22 |
|
2021
Q4 | $1.4M | Sell |
15,321
-1,924
| -11% | -$176K | 0.78% | 25 |
|
2021
Q3 | $1.58M | Buy |
17,245
+595
| +4% | +$54.4K | 0.94% | 24 |
|
2021
Q2 | $1.52M | Buy |
16,650
+1,365
| +9% | +$125K | 0.89% | 24 |
|
2021
Q1 | $1.4M | Buy |
15,285
+8,615
| +129% | +$789K | 0.87% | 24 |
|
2020
Q4 | $610K | Buy |
6,670
+4,305
| +182% | +$394K | 0.37% | 49 |
|
2020
Q3 | $216K | Buy |
+2,365
| New | +$216K | 0.15% | 77 |
|