Plante Moran Financial Advisors’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
Q4 | – | Sell |
-195
| Closed | -$17.9K | – | 914 |
|
|
2024
Q3 | $17.9K | Buy |
+195
| New | +$17.9K | ﹤0.01% | 542 |
|
|
2024
Q1 | – | Sell |
-4,106
| Closed | -$375K | – | 853 |
|
|
2023
Q4 | $375K | Buy |
+4,106
| New | +$375K | 0.04% | 104 |
|
|
2022
Q3 | – | Sell |
-2,262
| Closed | -$207K | – | 871 |
|
|
2022
Q2 | $207K | Buy |
+2,262
| New | +$207K | 0.03% | 144 |
|
|
2021
Q1 | – | Sell |
-82
| Closed | -$8K | – | 1003 |
|
|
2020
Q4 | $8K | Buy |
82
+61
| +290% | +$5.95K | ﹤0.01% | 648 |
|
|
2020
Q3 | $2K | Buy |
21
+5
| +31% | +$476 | ﹤0.01% | 766 |
|
|
2020
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 693 |
|
|
2016
Q1 | – | Sell |
-1,807
| Closed | -$165K | – | 865 |
|
|
2015
Q4 | $165K | Buy |
+1,807
| New | +$165K | 0.12% | 127 |
|