Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.79M | Buy |
19,552
+827
| +4% | +$75.7K | 0.61% | 19 |
|
|
2020
Q2 | $1.71M | Buy |
18,725
+4,565
| +32% | +$418K | 0.61% | 18 |
|
|
2020
Q1 | $1.3M | Buy |
14,160
+8,262
| +140% | +$757K | 0.52% | 19 |
|
|
2019
Q4 | $539K | Buy |
+5,898
| New | +$539K | 0.17% | 68 |
|
|
2019
Q3 | – | Sell |
-15,555
| Closed | -$1.42M | – | 110 |
|
|
2019
Q2 | $1.42M | Sell |
15,555
-783
| -5% | -$71.7K | 0.49% | 21 |
|
|
2019
Q1 | $1.5M | Sell |
16,338
-1,440
| -8% | -$132K | 0.51% | 22 |
|
|
2018
Q4 | $1.63M | Buy |
+17,778
| New | +$1.63M | 0.58% | 21 |
|