LFA
Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34,826
| Closed | -$3.18M | – | 66 |
|
|
2019
Q4 | $3.18M | Hold |
34,826
| – | – | 1.01% | 9 |
|
|
2019
Q3 | $3.19M | Sell |
34,826
-555
| -2% | -$50.8K | 1.06% | 8 |
|
|
2019
Q2 | $3.24M | Sell |
35,381
-11,152
| -24% | -$1.02M | 1.15% | 8 |
|
|
2019
Q1 | $4.26M | Sell |
46,533
-4,225
| -8% | -$387K | 1.44% | 7 |
|
|
2018
Q4 | $4.64M | Buy |
50,758
+14,306
| +39% | +$1.31M | 1.8% | 7 |
|
|
2018
Q3 | $3.34M | Sell |
36,452
-60
| -0.2% | -$5.49K | 1.21% | 9 |
|
|
2018
Q2 | $3.34M | Sell |
36,512
-315
| -0.9% | -$28.8K | 1.27% | 8 |
|
|
2018
Q1 | $3.37M | Buy |
36,827
+9,569
| +35% | +$875K | 1.34% | 9 |
|
|
2017
Q4 | $2.49M | Buy |
+27,258
| New | +$2.49M | 1.02% | 12 |
|