TWM
Trinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,349
| Closed | -$1.59M | – | 57 |
|
|
2024
Q3 | $1.59M | Buy |
17,349
+271
| +2% | +$24.9K | 0.73% | 21 |
|
|
2024
Q2 | $1.57M | Hold |
17,078
| – | – | 0.78% | 20 |
|
|
2024
Q1 | $1.57M | Hold |
17,078
| – | – | 0.81% | 20 |
|
|
2023
Q4 | $1.56M | Hold |
17,078
| – | – | 0.93% | 19 |
|
|
2023
Q3 | $1.57M | Hold |
17,078
| – | – | 0.97% | 19 |
|
|
2023
Q2 | $1.57M | Buy |
17,078
+4,825
| +39% | +$443K | 0.96% | 21 |
|
|
2023
Q1 | $1.13M | Buy |
+12,253
| New | +$1.13M | 0.74% | 25 |
|