Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,761
| Closed | -$621K | – | 291 |
|
|
2023
Q3 | $621K | Sell |
6,761
-126
| -2% | -$11.6K | 0.08% | 192 |
|
|
2023
Q2 | $632K | Sell |
6,887
-421
| -6% | -$38.7K | 0.08% | 191 |
|
|
2023
Q1 | $671K | Sell |
7,308
-662
| -8% | -$60.8K | 0.09% | 188 |
|
|
2022
Q4 | $729K | Sell |
7,970
-10,932
| -58% | -$1,000K | 0.1% | 182 |
|
|
2022
Q3 | $1.73M | Sell |
18,902
-975
| -5% | -$89.3K | 0.26% | 112 |
|
|
2022
Q2 | $1.82M | Sell |
19,877
-3,498
| -15% | -$320K | 0.26% | 112 |
|
|
2022
Q1 | $2.14M | Sell |
23,375
-1,368
| -6% | -$125K | 0.27% | 106 |
|
|
2021
Q4 | $2.26M | Sell |
24,743
-6,261
| -20% | -$572K | 0.28% | 113 |
|
|
2021
Q3 | $2.84M | Buy |
31,004
+28,163
| +991% | +$2.58M | 0.38% | 96 |
|
|
2021
Q2 | $260K | Sell |
2,841
-8,616
| -75% | -$789K | 0.04% | 224 |
|
|
2021
Q1 | $1.05M | Buy |
11,457
+8,306
| +264% | +$760K | 0.16% | 136 |
|
|
2020
Q4 | $288K | Sell |
3,151
-1,858
| -37% | -$170K | 0.04% | 218 |
|
|
2020
Q3 | $458K | Sell |
5,009
-383
| -7% | -$35K | 0.08% | 174 |
|
|
2020
Q2 | $494K | Sell |
5,392
-4,372
| -45% | -$401K | 0.1% | 162 |
|
|
2020
Q1 | $894K | Buy |
9,764
+4,352
| +80% | +$398K | 0.23% | 120 |
|
|
2019
Q4 | $495K | Buy |
+5,412
| New | +$495K | 0.1% | 174 |
|