TPG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-108,785
| Closed | -$9.96M | – | 37 |
|
|
2020
Q2 | $9.96M | Sell |
108,785
-36,210
| -25% | -$3.31M | 8.93% | 3 |
|
|
2020
Q1 | $13.3M | Buy |
144,995
+2,587
| +2% | +$237K | 13.18% | 1 |
|
|
2019
Q4 | $13M | Buy |
142,408
+1,623
| +1% | +$148K | 10.73% | 1 |
|
|
2019
Q3 | $12.9M | Sell |
140,785
-186,257
| -57% | -$17.1M | 11.61% | 1 |
|
|
2019
Q2 | $29.9M | Buy |
327,042
+197,750
| +153% | +$18.1M | 27.39% | 1 |
|
|
2019
Q1 | $11.8M | Buy |
129,292
+32,333
| +33% | +$2.96M | 11.42% | 1 |
|
|
2018
Q4 | $8.87M | Buy |
+96,959
| New | +$8.87M | 9.62% | 3 |
|