Exencial 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
Q3 | – | Sell |
-4,825
| Closed | -$443K | – | 487 |
|
|
2024
Q2 | $443K | Sell |
4,825
-1,586
| -25% | -$146K | 0.02% | 368 |
|
|
2024
Q1 | $589K | Sell |
6,411
-2,497
| -28% | -$229K | 0.02% | 331 |
|
|
2023
Q4 | $814K | Buy |
+8,908
| New | +$814K | 0.03% | 280 |
|
|
2020
Q2 | – | Sell |
-3,181
| Closed | -$291K | – | 321 |
|
|
2020
Q1 | $291K | Buy |
+3,181
| New | +$291K | 0.05% | 193 |
|