LWP
Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-77
| Closed | -$7K | – | 389 |
|
|
2022
Q2 | $7K | Hold |
77
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $7K | Hold |
77
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $7K | Sell |
77
-50
| -39% | -$4.55K | ﹤0.01% | 352 |
|
|
2021
Q3 | $12K | Sell |
127
-559
| -81% | -$52.8K | ﹤0.01% | 322 |
|
|
2021
Q2 | $63K | Buy |
686
+127
| +23% | +$11.7K | 0.03% | 216 |
|
|
2021
Q1 | $51K | Hold |
559
| – | – | 0.03% | 229 |
|
|
2020
Q4 | $51K | Buy |
+559
| New | +$51K | 0.05% | 150 |
|