SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,289
| Closed | -$759K | – | 335 |
|
|
2020
Q3 | $759K | Buy |
+8,289
| New | +$759K | 0.13% | 144 |
|
|
2020
Q2 | – | Sell |
-323,470
| Closed | -$29.6M | – | 263 |
|
|
2020
Q1 | $29.6M | Buy |
323,470
+313,767
| +3,234% | +$28.8M | 6.21% | 1 |
|
|
2019
Q4 | $881K | Buy |
+9,703
| New | +$881K | 0.17% | 134 |
|