Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.78M | Sell |
30,381
-5,000
| -14% | -$457K | 0.62% | 45 |
|
|
2022
Q3 | $3.24M | Sell |
35,381
-4,765
| -12% | -$436K | 0.77% | 40 |
|
|
2022
Q2 | $3.67M | Sell |
40,146
-4,314
| -10% | -$395K | 0.79% | 38 |
|
|
2022
Q1 | $4.06M | Sell |
44,460
-12,747
| -22% | -$1.17M | 0.75% | 40 |
|
|
2021
Q4 | $5.23M | Buy |
57,207
+459
| +0.8% | +$42K | 0.93% | 37 |
|
|
2021
Q3 | $5.19M | Sell |
56,748
-20,403
| -26% | -$1.87M | 0.95% | 37 |
|
|
2021
Q2 | $7.06M | Sell |
77,151
-11,812
| -13% | -$1.08M | 1.3% | 30 |
|
|
2021
Q1 | $8.14M | Sell |
88,963
-8,209
| -8% | -$751K | 1.65% | 22 |
|
|
2020
Q4 | $8.89M | Buy |
97,172
+36,176
| +59% | +$3.31M | 2.03% | 21 |
|
|
2020
Q3 | $5.58M | Buy |
60,996
+9,395
| +18% | +$860K | 1.48% | 27 |
|
|
2020
Q2 | $4.72M | Sell |
51,601
-1,690
| -3% | -$155K | 1.36% | 30 |
|
|
2020
Q1 | $4.88M | Buy |
+53,291
| New | +$4.88M | 1.56% | 29 |
|
|
2016
Q1 | – | Sell |
-2,288
| Closed | -$209K | – | 105 |
|
|
2015
Q4 | $209K | Buy |
+2,288
| New | +$209K | 0.05% | 115 |
|