Provence Wealth Management Group’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
2023
Q4
$525K Buy
5,740
+2
+0% +$183 0.28% 78
2023
Q3
$527K Sell
5,738
-1,421
-20% -$130K 0.32% 69
2023
Q2
$657K Sell
7,159
-30
-0.4% -$2.76K 0.39% 56
2023
Q1
$660K Sell
7,189
-1,048
-13% -$96.2K 0.44% 52
2022
Q4
$753K Buy
8,237
+862
+12% +$78.8K 0.61% 35
2022
Q3
$676K Buy
7,375
+260
+4% +$23.8K 0.88% 25
2022
Q2
$651K Hold
7,115
0.85% 29
2022
Q1
$651K Sell
7,115
-670
-9% -$61.3K 0.74% 28
2021
Q4
$712K Buy
+7,785
New +$712K 0.81% 27