Worth Financial Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,600
| Closed | -$330K | – | 150 |
|
2025
Q1 | $330K | Sell |
3,600
-2,013
| -36% | -$185K | 0.21% | 108 |
|
2024
Q4 | $513K | Buy |
5,613
+201
| +4% | +$18.4K | 0.32% | 78 |
|
2024
Q3 | $497K | Buy |
5,412
+60
| +1% | +$5.51K | 0.29% | 82 |
|
2024
Q2 | $491K | Buy |
5,352
+1,155
| +28% | +$106K | 0.32% | 78 |
|
2024
Q1 | $385K | Buy |
4,197
+1,691
| +67% | +$155K | 0.27% | 92 |
|
2023
Q4 | $229K | Buy |
2,506
+265
| +12% | +$24.2K | 0.18% | 117 |
|
2023
Q3 | $206K | Buy |
+2,241
| New | +$206K | 0.19% | 118 |
|