SFP
Shepherd Financial Partners’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
Q2 | – | Sell |
-14,083
| Closed | -$1.29M | – | 215 |
|
|
2024
Q1 | $1.29M | Sell |
14,083
-24,768
| -64% | -$2.27M | 0.17% | 83 |
|
|
2023
Q4 | $3.55M | Buy |
+38,851
| New | +$3.55M | 0.5% | 34 |
|
|
2023
Q3 | – | Sell |
-5,070
| Closed | -$466K | – | 189 |
|
|
2023
Q2 | $466K | Sell |
5,070
-10,390
| -67% | -$954K | 0.07% | 134 |
|
|
2023
Q1 | $1.42M | Buy |
+15,460
| New | +$1.42M | 0.24% | 68 |
|