Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,303
| Closed | -$670K | – | 174 |
|
|
2024
Q1 | $670K | Buy |
7,303
+3,971
| +119% | +$365K | 0.37% | 80 |
|
|
2023
Q4 | $305K | Sell |
3,332
-11,710
| -78% | -$1.07M | 0.11% | 183 |
|
|
2023
Q3 | $1.38M | Sell |
15,042
-5,904
| -28% | -$542K | 0.46% | 63 |
|
|
2023
Q2 | $1.92M | Buy |
20,946
+3,355
| +19% | +$308K | 0.38% | 67 |
|
|
2023
Q1 | $1.62M | Buy |
17,591
+11,483
| +188% | +$1.05M | 0.33% | 83 |
|
|
2022
Q4 | $559K | Buy |
6,108
+786
| +15% | +$71.9K | 0.12% | 183 |
|
|
2022
Q3 | $487K | Buy |
5,322
+560
| +12% | +$51.2K | 0.11% | 176 |
|
|
2022
Q2 | $436K | Buy |
+4,762
| New | +$436K | 0.09% | 216 |
|