JWM
Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,861
| Closed | -$263K | – | 147 |
|
|
2023
Q2 | $263K | Sell |
2,861
-593
| -17% | -$54.5K | 0.04% | 109 |
|
|
2023
Q1 | $317K | Sell |
3,454
-1,219
| -26% | -$112K | 0.24% | 101 |
|
|
2022
Q4 | $427K | Sell |
4,673
-366,631
| -99% | -$33.5M | 0.16% | 74 |
|
|
2022
Q3 | $34M | Buy |
371,304
+189,714
| +104% | +$17.4M | 6.7% | 2 |
|
|
2022
Q2 | $16.6M | Sell |
181,590
-205,505
| -53% | -$18.8M | 7.7% | 1 |
|
|
2022
Q1 | $35.4M | Buy |
387,095
+61,341
| +19% | +$5.61M | 4.91% | 3 |
|
|
2021
Q4 | $29.8M | Sell |
325,754
-233
| -0.1% | -$21.3K | 3.77% | 4 |
|
|
2021
Q3 | $86K | Sell |
325,987
-7,599
| -2% | -$2.01K | 1.04% | 27 |
|
|
2021
Q2 | $30.5M | Sell |
333,586
-35,525
| -10% | -$3.25M | 3.86% | 6 |
|
|
2021
Q1 | $33.8M | Sell |
369,111
-56,385
| -13% | -$5.16M | 5.06% | 2 |
|
|
2020
Q4 | $38.9M | Buy |
425,496
+28,385
| +7% | +$2.6M | 5.31% | 2 |
|
|
2020
Q3 | $36.3M | Sell |
397,111
-271,721
| -41% | -$24.9M | 5.45% | 2 |
|
|
2020
Q2 | $61.2M | Sell |
668,832
-267,802
| -29% | -$24.5M | 10.88% | 1 |
|
|
2020
Q1 | $85.7M | Buy |
936,634
+593,569
| +173% | +$54.3M | 17.92% | 1 |
|
|
2019
Q4 | $31.4M | Sell |
343,065
-16,640
| -5% | -$1.52M | 5.21% | 2 |
|
|
2019
Q3 | $32.9M | Sell |
359,705
-75,358
| -17% | -$6.9M | 6.89% | 2 |
|
|
2019
Q2 | $39.8M | Buy |
435,063
+19,138
| +5% | +$1.75M | 8.66% | 1 |
|
|
2019
Q1 | $38.1M | Buy |
415,925
+22,121
| +6% | +$2.03M | 9.31% | 1 |
|
|
2018
Q4 | $36M | Buy |
+393,804
| New | +$36M | 10.79% | 1 |
|