Fernwood Investment 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
Q4 | $959K | Sell |
10,489
-219
| -2% | -$20K | 0.33% | 67 |
|
2024
Q3 | $983K | Sell |
10,708
-338
| -3% | -$31K | 0.32% | 76 |
|
2024
Q2 | $1.01M | Buy |
11,046
+276
| +3% | +$25.3K | 0.31% | 74 |
|
2024
Q1 | $989K | Sell |
10,770
-52
| -0.5% | -$4.77K | 0.29% | 81 |
|
2023
Q4 | $989K | Buy |
10,822
+1,693
| +19% | +$155K | 0.33% | 80 |
|
2023
Q3 | $838K | Buy |
9,129
+4,351
| +91% | +$400K | 0.3% | 85 |
|
2023
Q2 | $439K | Sell |
4,778
-12,315
| -72% | -$1.13M | 0.16% | 126 |
|
2023
Q1 | $1.57M | Sell |
17,093
-542
| -3% | -$49.8K | 0.6% | 50 |
|
2022
Q4 | $1.61M | Buy |
17,635
+6,661
| +61% | +$609K | 0.67% | 45 |
|
2022
Q3 | $1.01M | Buy |
+10,974
| New | +$1.01M | 0.42% | 66 |
|