WealthOne’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,361
| Closed | -$676K | – | 111 |
|
|
2023
Q1 | $676K | Sell |
7,361
-1,886
| -20% | -$173K | 0.26% | 40 |
|
|
2022
Q4 | $846K | Sell |
9,247
-3,208
| -26% | -$293K | 0.34% | 34 |
|
|
2022
Q3 | $1.14M | Sell |
12,455
-1,638
| -12% | -$150K | 0.49% | 31 |
|
|
2022
Q2 | $1.29M | Buy |
14,093
+5,046
| +56% | +$462K | 0.53% | 28 |
|
|
2022
Q1 | $827K | Buy |
+9,047
| New | +$827K | 0.29% | 39 |
|
|
2020
Q4 | – | Sell |
-2,833
| Closed | -$259K | – | 110 |
|
|
2020
Q3 | $259K | Sell |
2,833
-3,121
| -52% | -$285K | 0.15% | 85 |
|
|
2020
Q2 | $545K | Buy |
5,954
+1,699
| +40% | +$156K | 0.33% | 42 |
|
|
2020
Q1 | $390K | Sell |
4,255
-967
| -19% | -$88.6K | 0.3% | 51 |
|
|
2019
Q4 | $477K | Buy |
5,222
+1,212
| +30% | +$111K | 0.3% | 46 |
|
|
2019
Q3 | $367K | Buy |
+4,010
| New | +$367K | 0.26% | 58 |
|
|
2019
Q1 | – | Sell |
-6,909
| Closed | -$632K | – | 116 |
|
|
2018
Q4 | $632K | Buy |
+6,909
| New | +$632K | 0.55% | 31 |
|