Pinnacle Wealth Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,825
| Closed | -$350K | – | 533 |
|
|
2020
Q4 | $350K | Sell |
3,825
-1,885
| -33% | -$172K | 0.08% | 164 |
|
|
2020
Q3 | $523K | Hold |
5,710
| – | – | 0.17% | 93 |
|
|
2020
Q2 | $523K | Hold |
5,710
| – | – | 0.17% | 94 |
|
|
2020
Q1 | $523K | Sell |
5,710
-4,065
| -42% | -$372K | 0.25% | 80 |
|
|
2019
Q4 | $893K | Buy |
9,775
+120
| +1% | +$11K | 0.42% | 52 |
|
|
2019
Q3 | $884K | Hold |
9,655
| – | – | 0.48% | 38 |
|
|
2019
Q2 | $884K | Hold |
9,655
| – | – | 0.53% | 33 |
|
|
2019
Q1 | $884K | Hold |
9,655
| – | – | 0.59% | 31 |
|
|
2018
Q4 | $883K | Hold |
9,655
| – | – | 0.57% | 36 |
|
|
2018
Q3 | $884K | Sell |
9,655
-400
| -4% | -$36.6K | 0.81% | 31 |
|
|
2018
Q2 | $921K | Buy |
+10,055
| New | +$921K | 0.89% | 26 |
|