Ridgecrest Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,398
| Closed | -$494K | – | 107 |
|
|
2022
Q1 | $494K | Sell |
5,398
-20,861
| -79% | -$1.91M | 0.31% | 61 |
|
|
2021
Q4 | $2.4M | Sell |
26,259
-18,854
| -42% | -$1.72M | 1.17% | 23 |
|
|
2021
Q3 | $4.13M | Sell |
45,113
-17,465
| -28% | -$1.6M | 2.25% | 14 |
|
|
2021
Q2 | $5.72M | Sell |
62,578
-12,191
| -16% | -$1.12M | 3.58% | 4 |
|
|
2021
Q1 | $6.84M | Buy |
+74,769
| New | +$6.84M | 6.52% | 2 |
|