UWM
Udine 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.7M | Sell |
301,570
-5,163
| -2% | -$474K | 14.6% | 1 |
|
2025
Q1 | $28.1M | Buy |
306,733
+5,205
| +2% | +$477K | 18.82% | 1 |
|
2024
Q4 | $27.6M | Buy |
301,528
+45,375
| +18% | +$4.15M | 17.71% | 1 |
|
2024
Q3 | $23.5M | Buy |
256,153
+2,986
| +1% | +$274K | 16.59% | 1 |
|
2024
Q2 | $23.2M | Sell |
253,167
-871
| -0.3% | -$79.9K | 16.19% | 1 |
|
2024
Q1 | $23.3M | Sell |
254,038
-3,882
| -2% | -$356K | 16.08% | 1 |
|
2023
Q4 | $23.6M | Buy |
257,920
+31,025
| +14% | +$2.84M | 18.76% | 1 |
|
2023
Q3 | $20.8M | Buy |
226,895
+39,298
| +21% | +$3.61M | 20.15% | 1 |
|
2023
Q2 | $17.2M | Buy |
187,597
+176,597
| +1,605% | +$16.2M | 16.36% | 2 |
|
2023
Q1 | $1.01M | Buy |
+11,000
| New | +$1.01M | 1.56% | 18 |
|