LWA
Lowe Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
3,819
+438
| +13% | +$40.2K | 0.14% | 44 |
|
|
2025
Q1 | $310K | Buy |
3,381
+729
| +27% | +$66.9K | 0.13% | 43 |
|
|
2024
Q4 | $242K | Buy |
2,652
+1,821
| +219% | +$166K | 0.1% | 47 |
|
|
2024
Q3 | $76.3K | Buy |
831
+73
| +10% | +$6.7K | 0.03% | 95 |
|
|
2024
Q2 | $69.6K | Buy |
758
+378
| +99% | +$34.7K | 0.03% | 99 |
|
|
2024
Q1 | $34.9K | Hold |
380
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $34.7K | Sell |
380
-690
| -64% | -$63.1K | 0.02% | 133 |
|
|
2023
Q3 | $98.2K | Sell |
1,070
-26,410
| -96% | -$2.42M | 0.05% | 77 |
|
|
2023
Q2 | $2.52M | Sell |
27,480
-935
| -3% | -$85.9K | 1.28% | 13 |
|
|
2023
Q1 | $2.61M | Buy |
28,415
+9,185
| +48% | +$843K | 1.4% | 13 |
|
|
2022
Q4 | $1.76M | Buy |
+19,230
| New | +$1.76M | 0.97% | 13 |
|