Heritage Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.5M | Sell |
16,356
-1,582
| -9% | -$145K | 2.29% | 12 |
|
|
2024
Q4 | $1.64M | Sell |
17,938
-11,821
| -40% | -$1.08M | 2.06% | 16 |
|
|
2024
Q3 | $2.73M | Buy |
29,759
+10,391
| +54% | +$954K | 3.21% | 10 |
|
|
2024
Q2 | $1.78M | Sell |
19,368
-3,090
| -14% | -$284K | 2.58% | 13 |
|
|
2024
Q1 | $2.05M | Hold |
22,458
| – | – | 4.19% | 6 |
|
|
2023
Q4 | $2.05M | Sell |
22,458
-3,393
| -13% | -$310K | 4.19% | 6 |
|
|
2023
Q3 | $2.37M | Sell |
25,851
-17,754
| -41% | -$1.63M | 5.06% | 5 |
|
|
2023
Q2 | $4M | Buy |
43,605
+33,455
| +330% | +$3.07M | 2.36% | 18 |
|
|
2023
Q1 | $932K | Buy |
10,150
+2,973
| +41% | +$273K | 0.74% | 23 |
|
|
2022
Q4 | $657K | Buy |
+7,177
| New | +$657K | 0.6% | 27 |
|