SWM
Sanctuary Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-154,184
| Closed | -$14.2M | – | 277 |
|
|
2024
Q3 | $14.2M | Sell |
154,184
-13,813
| -8% | -$1.27M | 10.12% | 3 |
|
|
2024
Q2 | $15.4M | Buy |
+167,997
| New | +$15.4M | 11.67% | 4 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$914 | – | 280 |
|
|
2023
Q4 | $914 | Sell |
10
-85,270
| -100% | -$7.79M | ﹤0.01% | 249 |
|
|
2023
Q3 | $7.83M | Buy |
+85,280
| New | +$7.83M | 8.54% | 4 |
|