Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-163
| Closed | -$14.9K | – | 970 |
|
|
2023
Q4 | $14.9K | Sell |
163
-1,021
| -86% | -$93.3K | ﹤0.01% | 721 |
|
|
2023
Q3 | $109K | Buy |
1,184
+1,176
| +14,700% | +$108K | 0.01% | 447 |
|
|
2023
Q2 | $735 | Buy |
+8
| New | +$735 | ﹤0.01% | 892 |
|
|
2022
Q3 | – | Sell |
-570
| Closed | -$52K | – | 866 |
|
|
2022
Q2 | $52K | Hold |
570
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $52K | Hold |
570
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $52K | Hold |
570
| – | – | ﹤0.01% | 560 |
|
|
2021
Q3 | $52K | Buy |
+570
| New | +$52K | ﹤0.01% | 556 |
|