L.M. Kohn & Company’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
Q2 | $3.87M | Sell |
42,177
-35,575
| -46% | -$3.26M | 1.04% | 20 |
|
2025
Q1 | $7.13M | Sell |
77,752
-8,069
| -9% | -$740K | 1.86% | 9 |
|
2024
Q4 | $7.85M | Buy |
85,821
+11,589
| +16% | +$1.06M | 2.03% | 9 |
|
2024
Q3 | $6.82M | Sell |
74,232
-28,767
| -28% | -$2.64M | 1.73% | 10 |
|
2024
Q2 | $9.45M | Buy |
102,999
+4,078
| +4% | +$374K | 2.56% | 8 |
|
2024
Q1 | $9.08M | Sell |
98,921
-28,913
| -23% | -$2.65M | 2.55% | 8 |
|
2023
Q4 | $11.7M | Buy |
127,834
+5,997
| +5% | +$548K | 3.73% | 4 |
|
2023
Q3 | $11.2M | Sell |
121,837
-19,581
| -14% | -$1.8M | 4.08% | 3 |
|
2023
Q2 | $13M | Sell |
141,418
-11,838
| -8% | -$1.09M | 4.9% | 2 |
|
2023
Q1 | $14.1M | Buy |
153,256
+33,287
| +28% | +$3.06M | 5.83% | 2 |
|
2022
Q4 | $11M | Buy |
119,969
+36,141
| +43% | +$3.31M | 5.13% | 2 |
|
2022
Q3 | $7.68M | Buy |
83,828
+61,663
| +278% | +$5.65M | 3.76% | 3 |
|
2022
Q2 | $2.03M | Buy |
22,165
+6,082
| +38% | +$556K | 0.95% | 20 |
|
2022
Q1 | $1.47M | Buy |
+16,083
| New | +$1.47M | 0.57% | 38 |
|