Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,546
| Closed | -$1.06M | – | 224 |
|
|
2023
Q4 | $1.06M | Sell |
11,546
-68,051
| -85% | -$6.22M | 0.1% | 133 |
|
|
2023
Q3 | $7.31M | Sell |
79,597
-99
| -0.1% | -$9.09K | 0.77% | 40 |
|
|
2023
Q2 | $7.32M | Sell |
79,696
-33,433
| -30% | -$3.07M | 0.66% | 51 |
|
|
2023
Q1 | $10.4M | Buy |
113,129
+30,186
| +36% | +$2.77M | 0.98% | 31 |
|
|
2022
Q4 | $7.59M | Buy |
82,943
+10,179
| +14% | +$931K | 0.85% | 40 |
|
|
2022
Q3 | $6.67M | Buy |
+72,764
| New | +$6.67M | 0.87% | 40 |
|
|
2020
Q2 | – | Sell |
-2,871
| Closed | -$263K | – | 227 |
|
|
2020
Q1 | $263K | Buy |
+2,871
| New | +$263K | 0.06% | 180 |
|