Mosaic Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,627
| Closed | -$149K | – | 215 |
|
2019
Q1 | $149K | Sell |
1,627
-164
| -9% | -$15K | 0.06% | 179 |
|
2018
Q4 | $164K | Sell |
1,791
-656
| -27% | -$60.1K | 0.07% | 166 |
|
2018
Q3 | $224K | Sell |
2,447
-8,356
| -77% | -$765K | 0.09% | 140 |
|
2018
Q2 | $989K | Sell |
10,803
-2,046
| -16% | -$187K | 0.37% | 40 |
|
2018
Q1 | $1.18M | Buy |
12,849
+243
| +2% | +$22.2K | 0.43% | 37 |
|
2017
Q4 | $1.15M | Buy |
+12,606
| New | +$1.15M | 0.42% | 36 |
|