Perigon Wealth Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,240
| Closed | -$211K | – | 1012 |
|
|
2024
Q2 | $211K | Sell |
4,240
-3,510
| -45% | -$175K | 0.01% | 796 |
|
|
2024
Q1 | $387K | Sell |
7,750
-1,850
| -19% | -$92.4K | 0.01% | 603 |
|
|
2023
Q4 | $479K | Buy |
9,600
+310
| +3% | +$15.5K | 0.02% | 509 |
|
|
2023
Q3 | $464K | Hold |
9,290
| – | – | 0.02% | 461 |
|
|
2023
Q2 | $464K | Buy |
9,290
+1,290
| +16% | +$64.4K | 0.02% | 474 |
|
|
2023
Q1 | $403K | Buy |
+8,000
| New | +$403K | 0.02% | 446 |
|