PWAG
Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $202K | Buy |
+2,205
| New | +$202K | 0.02% | 166 |
|
|
2023
Q2 | – | Sell |
-2,205
| Closed | -$202K | – | 146 |
|
|
2023
Q1 | $202K | Hold |
2,205
| – | – | 0.01% | 168 |
|
|
2022
Q4 | $202K | Hold |
2,205
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $202K | Sell |
2,205
-62
| -3% | -$5.68K | 0.02% | 154 |
|
|
2022
Q2 | $207K | Hold |
2,267
| – | – | 0.02% | 128 |
|
|
2022
Q1 | $207K | Hold |
2,267
| – | – | 0.01% | 150 |
|
|
2021
Q4 | $207K | Hold |
2,267
| – | – | 0.01% | 168 |
|
|
2021
Q3 | $207K | Hold |
2,267
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $207K | Sell |
2,267
-21
| -0.9% | -$1.92K | 0.01% | 159 |
|
|
2021
Q1 | $209K | Sell |
2,288
-68
| -3% | -$6.21K | 0.01% | 164 |
|
|
2020
Q4 | $216K | Sell |
2,356
-1,447
| -38% | -$133K | 0.02% | 164 |
|
|
2020
Q3 | $348K | Sell |
3,803
-327
| -8% | -$29.9K | 0.03% | 123 |
|
|
2020
Q2 | $378K | Buy |
+4,130
| New | +$378K | 0.03% | 116 |
|
|
2020
Q1 | – | Sell |
-264,054
| Closed | -$24.2M | – | 124 |
|
|
2019
Q4 | $24.2M | Sell |
264,054
-23,919
| -8% | -$2.19M | 1.61% | 29 |
|
|
2019
Q3 | $26.3M | Buy |
287,973
+77,697
| +37% | +$7.11M | 2.15% | 16 |
|
|
2019
Q2 | $19.2M | Buy |
210,276
+41,401
| +25% | +$3.79M | 1.46% | 36 |
|
|
2019
Q1 | $15.4M | Buy |
168,875
+5,447
| +3% | +$498K | 1.16% | 41 |
|
|
2018
Q4 | $14.9M | Sell |
163,428
-586
| -0.4% | -$53.6K | 1.41% | 33 |
|
|
2018
Q3 | $15M | Buy |
164,014
+25,323
| +18% | +$2.32M | 1.04% | 42 |
|
|
2018
Q2 | $12.7M | Sell |
138,691
-154
| -0.1% | -$14.1K | 1.07% | 46 |
|
|
2018
Q1 | $12.7M | Buy |
138,845
+8,662
| +7% | +$793K | 1.04% | 46 |
|
|
2017
Q4 | $11.9M | Buy |
+130,183
| New | +$11.9M | 0.98% | 50 |
|