WP
WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $550K | Buy |
6,021
+1,815
| +43% | +$166K | 0.04% | 302 |
|
|
2023
Q3 | $386K | Sell |
4,206
-4,329
| -51% | -$397K | 0.03% | 360 |
|
|
2023
Q2 | $784K | Sell |
8,535
-13,637
| -62% | -$1.25M | 0.05% | 230 |
|
|
2023
Q1 | $2.04M | Sell |
22,172
-10,598
| -32% | -$973K | 0.14% | 118 |
|
|
2022
Q4 | $3M | Sell |
32,770
-3,071
| -9% | -$281K | 0.21% | 83 |
|
|
2022
Q3 | $3.28M | Buy |
+35,841
| New | +$3.28M | 0.24% | 74 |
|
|
2020
Q3 | – | Sell |
-3,984
| Closed | -$365K | – | 359 |
|
|
2020
Q2 | $365K | Sell |
3,984
-12,483
| -76% | -$1.14M | 0.05% | 216 |
|
|
2020
Q1 | $1.51M | Buy |
16,467
+6,022
| +58% | +$552K | 0.24% | 56 |
|
|
2019
Q4 | $955K | Sell |
10,445
-3,834
| -27% | -$351K | 0.13% | 148 |
|
|
2019
Q3 | $1.31M | Sell |
14,279
-14,338
| -50% | -$1.31M | 0.2% | 113 |
|
|
2019
Q2 | $2.62M | Buy |
28,617
+23,428
| +451% | +$2.15M | 0.41% | 64 |
|
|
2019
Q1 | $475K | Sell |
5,189
-2,495
| -32% | -$228K | 0.11% | 177 |
|
|
2018
Q4 | $703K | Buy |
7,684
+1,631
| +27% | +$149K | 0.2% | 111 |
|
|
2018
Q3 | $554K | Buy |
6,053
+465
| +8% | +$42.6K | 0.14% | 141 |
|
|
2018
Q2 | $512K | Buy |
+5,588
| New | +$512K | 0.14% | 151 |
|