Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.15M | Buy |
23,462
+3,316
| +16% | +$303K | 0.5% | 43 |
|
|
2020
Q2 | $1.84M | Buy |
20,146
+12,789
| +174% | +$1.17M | 0.49% | 38 |
|
|
2020
Q1 | $674K | Buy |
+7,357
| New | +$674K | 0.22% | 79 |
|
|
2018
Q4 | – | Sell |
-2,491
| Closed | -$228K | – | 175 |
|
|
2018
Q3 | $228K | Sell |
2,491
-182
| -7% | -$16.7K | 0.07% | 140 |
|
|
2018
Q2 | $245K | Sell |
2,673
-25,627
| -91% | -$2.35M | 0.11% | 116 |
|
|
2018
Q1 | $2.59M | Buy |
28,300
+14,965
| +112% | +$1.37M | 0.84% | 46 |
|
|
2017
Q4 | $1.22M | Buy |
+13,335
| New | +$1.22M | 0.54% | 51 |
|