OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,526
| Closed | -$415K | – | 272 |
|
|
2025
Q1 | $415K | Sell |
4,526
-2,936
| -39% | -$269K | 0.12% | 165 |
|
|
2024
Q4 | $682K | Buy |
7,462
+955
| +15% | +$87.3K | 0.2% | 105 |
|
|
2024
Q3 | $597K | Buy |
6,507
+2,007
| +45% | +$184K | 0.17% | 119 |
|
|
2024
Q2 | $552K | Sell |
4,500
-2,013
| -31% | -$247K | 0.17% | 122 |
|
|
2024
Q1 | $598K | Sell |
6,513
-2,445
| -27% | -$224K | 0.18% | 117 |
|
|
2023
Q4 | $819K | Sell |
8,958
-18,560
| -67% | -$1.7M | 0.29% | 72 |
|
|
2023
Q3 | $2.53M | Sell |
27,518
-19,977
| -42% | -$1.83M | 0.96% | 26 |
|
|
2023
Q2 | $4.36M | Buy |
47,495
+1,274
| +3% | +$117K | 1.65% | 16 |
|
|
2023
Q1 | $4.24M | Buy |
46,221
+4,920
| +12% | +$452K | 1.89% | 10 |
|
|
2022
Q4 | $3.78M | Buy |
+41,301
| New | +$3.78M | 1.79% | 11 |
|
|
2020
Q3 | – | Sell |
-22,274
| Closed | -$2.04M | – | 166 |
|
|
2020
Q2 | $2.04M | Buy |
+22,274
| New | +$2.04M | 0.86% | 29 |
|