Patriot Financial Group Insurance Agency’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 |
-3,151
| Closed | -$288K | – | 479 |
|
|
2023
Q4 | $288K | Sell |
3,151
-227
| -7% | -$20.7K | 0.05% | 340 |
|
|
2023
Q3 | $310K | Buy |
3,378
+1,180
| +54% | +$108K | 0.06% | 317 |
|
|
2023
Q2 | $202K | Sell |
2,198
-66
| -3% | -$6.06K | 0.04% | 432 |
|
|
2023
Q1 | $208K | Sell |
2,264
-950
| -30% | -$87.2K | 0.04% | 417 |
|
|
2022
Q4 | $294K | Buy |
3,214
+694
| +28% | +$63.5K | 0.04% | 316 |
|
|
2022
Q3 | $231K | Sell |
2,520
-2,951
| -54% | -$271K | 0.06% | 344 |
|
|
2022
Q2 | $501K | Buy |
5,471
+1,326
| +32% | +$121K | 0.1% | 202 |
|
|
2022
Q1 | $379K | Sell |
4,145
-2,339
| -36% | -$214K | 0.07% | 286 |
|
|
2021
Q4 | $593K | Buy |
6,484
+536
| +9% | +$49K | 0.1% | 209 |
|
|
2021
Q3 | $544K | Buy |
5,948
+867
| +17% | +$79.3K | 0.1% | 219 |
|
|
2021
Q2 | $465K | Sell |
5,081
-59
| -1% | -$5.4K | 0.08% | 243 |
|
|
2021
Q1 | $470K | Sell |
5,140
-54
| -1% | -$4.94K | 0.11% | 199 |
|
|
2020
Q4 | $475K | Buy |
5,194
+4,325
| +498% | +$396K | 0.12% | 186 |
|
|
2020
Q3 | $80K | Sell |
869
-180
| -17% | -$16.6K | 0.03% | 439 |
|
|
2020
Q2 | $96K | Sell |
1,049
-584
| -36% | -$53.4K | 0.04% | 351 |
|
|
2020
Q1 | $150K | Buy |
1,633
+1,333
| +444% | +$122K | 0.07% | 255 |
|
|
2019
Q4 | $27K | Buy |
300
+42
| +16% | +$3.78K | 0.01% | 609 |
|
|
2019
Q3 | $24K | Buy |
258
+3
| +1% | +$279 | 0.01% | 597 |
|
|
2019
Q2 | $23K | Buy |
255
+3
| +1% | +$271 | 0.01% | 602 |
|
|
2019
Q1 | $23K | Buy |
+252
| New | +$23K | 0.01% | 513 |
|
|
2018
Q2 | – | Sell |
-31
| Closed | -$3K | – | 617 |
|
|
2018
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 807 |
|