Nicolet Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,029
| Closed | -$369K | – | 286 |
|
|
2022
Q4 | $369K | Buy |
4,029
+1,296
| +47% | +$119K | 0.05% | 155 |
|
|
2022
Q3 | $250K | Sell |
2,733
-625
| -19% | -$57.2K | 0.04% | 153 |
|
|
2022
Q2 | $307K | Buy |
3,358
+625
| +23% | +$57.1K | 0.05% | 135 |
|
|
2022
Q1 | $250K | Buy |
+2,733
| New | +$250K | 0.03% | 172 |
|
|
2021
Q4 | – | Sell |
-6,834
| Closed | -$625K | – | 210 |
|
|
2021
Q3 | $625K | Sell |
6,834
-756
| -10% | -$69.1K | 0.08% | 98 |
|
|
2021
Q2 | $694K | Sell |
7,590
-820
| -10% | -$75K | 0.09% | 85 |
|
|
2021
Q1 | $770K | Hold |
8,410
| – | – | 0.11% | 71 |
|
|
2020
Q4 | $770K | Hold |
8,410
| – | – | 0.11% | 71 |
|
|
2020
Q3 | $770K | Sell |
8,410
-1,533
| -15% | -$140K | 0.12% | 73 |
|
|
2020
Q2 | $910K | Sell |
9,943
-1,855
| -16% | -$170K | 0.14% | 76 |
|
|
2020
Q1 | $1.08M | Sell |
11,798
-772
| -6% | -$70.7K | 0.19% | 70 |
|
|
2019
Q4 | $1.15M | Buy |
12,570
+803
| +7% | +$73.4K | 0.18% | 58 |
|
|
2019
Q3 | $1.08M | Buy |
11,767
+6,834
| +139% | +$626K | 0.16% | 59 |
|
|
2019
Q2 | $452K | Buy |
+4,933
| New | +$452K | 0.07% | 91 |
|