Executive 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 |
-2,756
| Closed | -$252K | – | 243 |
|
|
2023
Q4 | $252K | Sell |
2,756
-90
| -3% | -$8.23K | 0.02% | 187 |
|
|
2023
Q3 | $261K | Sell |
2,846
-403
| -12% | -$37K | 0.03% | 169 |
|
|
2023
Q2 | $298K | Sell |
3,249
-110,809
| -97% | -$10.2M | 0.03% | 157 |
|
|
2023
Q1 | $10.5M | Buy |
114,058
+4,616
| +4% | +$424K | 1.16% | 20 |
|
|
2022
Q4 | $10M | Buy |
+109,442
| New | +$10M | 1.23% | 20 |
|
|
2020
Q4 | – | Sell |
-2,610
| Closed | -$238K | – | 177 |
|
|
2020
Q3 | $238K | Sell |
2,610
-200
| -7% | -$18.2K | 0.03% | 137 |
|
|
2020
Q2 | $257K | Buy |
+2,810
| New | +$257K | 0.04% | 119 |
|