WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,372
| Closed | -$768K | – | 257 |
|
|
2024
Q2 | $768K | Buy |
8,372
+5,076
| +154% | +$466K | 0.08% | 160 |
|
|
2024
Q1 | $303K | Buy |
+3,296
| New | +$303K | 0.03% | 260 |
|
|
2023
Q2 | – | Sell |
-97
| Closed | -$8.91K | – | 1272 |
|
|
2023
Q1 | $8.91K | Buy |
+97
| New | +$8.91K | ﹤0.01% | 886 |
|
|
2018
Q4 | – | Sell |
-7,379
| Closed | -$676K | – | 255 |
|
|
2018
Q3 | $676K | Buy |
+7,379
| New | +$676K | 0.12% | 121 |
|