FWA
FOCUS Wealth Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,830
| Closed | -$350K | – | 48 |
|
|
2022
Q2 | $350K | Hold |
3,830
| – | – | 0.24% | 39 |
|
|
2022
Q1 | $350K | Sell |
3,830
-820
| -18% | -$74.9K | 0.21% | 39 |
|
|
2021
Q4 | $425K | Hold |
4,650
| – | – | 0.25% | 37 |
|
|
2021
Q3 | $425K | Sell |
4,650
-1,094
| -19% | -$100K | 0.29% | 37 |
|
|
2021
Q2 | $525K | Sell |
5,744
-2,469
| -30% | -$226K | 0.37% | 35 |
|
|
2021
Q1 | $752K | Sell |
8,213
-1,957
| -19% | -$179K | 0.55% | 29 |
|
|
2020
Q4 | $931K | Buy |
+10,170
| New | +$931K | 0.72% | 29 |
|