TWD
True Wealth Design’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
Q3 | – | Sell |
-14,404
| Closed | -$1.32M | – | 1281 |
|
|
2024
Q2 | $1.32M | Buy |
14,404
+3,007
| +26% | +$276K | 0.33% | 27 |
|
|
2024
Q1 | $1.05M | Sell |
11,397
-2,232
| -16% | -$205K | 0.26% | 31 |
|
|
2023
Q4 | $1.25M | Buy |
13,629
+4,037
| +42% | +$369K | 0.35% | 27 |
|
|
2023
Q3 | $881K | Sell |
9,592
-138
| -1% | -$12.7K | 0.29% | 28 |
|
|
2023
Q2 | $893K | Sell |
9,730
-11,484
| -54% | -$1.05M | 0.33% | 38 |
|
|
2023
Q1 | $1.95M | Buy |
21,214
+9,234
| +77% | +$848K | 0.82% | 21 |
|
|
2022
Q4 | $1.1M | Buy |
+11,980
| New | +$1.1M | 0.51% | 24 |
|