United Capital Financial Advisors’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,049
| Closed | -$204K | – | 1058 |
|
|
2024
Q2 | $204K | Sell |
2,049
-895
| -30% | -$88.9K | ﹤0.01% | 970 |
|
|
2024
Q1 | $293K | Sell |
2,944
-1,758
| -37% | -$175K | ﹤0.01% | 880 |
|
|
2023
Q4 | $466K | Sell |
4,702
-3,807
| -45% | -$377K | ﹤0.01% | 741 |
|
|
2023
Q3 | $846K | Buy |
8,509
+5,506
| +183% | +$547K | 0.01% | 549 |
|
|
2023
Q2 | $299K | Buy |
+3,003
| New | +$299K | ﹤0.01% | 768 |
|