TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $354K | Hold |
3,872
| – | – | 0.09% | 95 |
|
|
2023
Q3 | $356K | Hold |
3,872
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $356K | Hold |
3,872
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $356K | Sell |
3,872
-400
| -9% | -$36.7K | 0.1% | 82 |
|
|
2022
Q4 | $391K | Hold |
4,272
| – | – | 0.11% | 76 |
|
|
2022
Q3 | $391K | Sell |
4,272
-13,936
| -77% | -$1.28M | 0.12% | 77 |
|
|
2022
Q2 | $1.67M | Sell |
18,208
-12,501
| -41% | -$1.14M | 0.56% | 26 |
|
|
2022
Q1 | $2.81M | Sell |
30,709
-205
| -0.7% | -$18.7K | 0.84% | 23 |
|
|
2021
Q4 | $2.83M | Buy |
30,914
+1,093
| +4% | +$99.9K | 0.84% | 22 |
|
|
2021
Q3 | $2.73M | Sell |
29,821
-717
| -2% | -$65.6K | 0.85% | 21 |
|
|
2021
Q2 | $2.79M | Sell |
30,538
-819
| -3% | -$74.9K | 0.88% | 21 |
|
|
2021
Q1 | $2.87M | Buy |
31,357
+1,300
| +4% | +$119K | 0.97% | 20 |
|
|
2020
Q4 | $2.75M | Buy |
30,057
+6,263
| +26% | +$573K | 0.99% | 20 |
|
|
2020
Q3 | $2.18M | Buy |
+23,794
| New | +$2.18M | 0.84% | 20 |
|