Everhart Financial Group’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
Q3 | – | Sell |
-3,197
| Closed | -$293K | – | 318 |
|
2024
Q2 | $293K | Buy |
3,197
+72
| +2% | +$6.61K | 0.08% | 228 |
|
2024
Q1 | $287K | Sell |
3,125
-782
| -20% | -$71.8K | 0.08% | 219 |
|
2023
Q4 | $357K | Sell |
3,907
-55
| -1% | -$5.03K | 0.13% | 154 |
|
2023
Q3 | $364K | Buy |
3,962
+53
| +1% | +$4.87K | 0.15% | 125 |
|
2023
Q2 | $359K | Hold |
3,909
| – | – | 0.15% | 135 |
|
2023
Q1 | $359K | Sell |
3,909
-335
| -8% | -$30.8K | 0.16% | 117 |
|
2022
Q4 | $388K | Sell |
4,244
-294
| -6% | -$26.9K | 0.2% | 97 |
|
2022
Q3 | $416K | Sell |
4,538
-590
| -12% | -$54.1K | 0.23% | 84 |
|
2022
Q2 | $469K | Sell |
5,128
-1,706
| -25% | -$156K | 0.29% | 79 |
|
2022
Q1 | $625K | Sell |
6,834
-504
| -7% | -$46.1K | 0.36% | 56 |
|
2021
Q4 | $671K | Buy |
7,338
+3,726
| +103% | +$341K | 0.41% | 51 |
|
2021
Q3 | $330K | Buy |
3,612
+631
| +21% | +$57.7K | 0.23% | 78 |
|
2021
Q2 | $273K | Sell |
2,981
-2,242
| -43% | -$205K | 0.19% | 79 |
|
2021
Q1 | $478K | Buy |
5,223
+614
| +13% | +$56.2K | 0.42% | 48 |
|
2020
Q4 | $422K | Buy |
+4,609
| New | +$422K | 0.39% | 48 |
|