WT Wealth Management’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 |
-14,547
| Closed | -$1.34M | – | 130 |
|
|
2024
Q2 | $1.34M | Sell |
14,547
-2,649
| -15% | -$243K | 0.46% | 63 |
|
|
2024
Q1 | $1.58M | Sell |
17,196
-12,287
| -42% | -$1.13M | 0.56% | 54 |
|
|
2023
Q4 | $2.69M | Sell |
29,483
-54,135
| -65% | -$4.95M | 1.06% | 33 |
|
|
2023
Q3 | $7.68M | Sell |
83,618
-37,973
| -31% | -$3.49M | 3.29% | 8 |
|
|
2023
Q2 | $11.2M | Buy |
121,591
+108,554
| +833% | +$9.97M | 4.63% | 5 |
|
|
2023
Q1 | $1.2M | Buy |
13,037
+10,511
| +416% | +$965K | 0.52% | 61 |
|
|
2022
Q4 | $231K | Sell |
2,526
-3,417
| -57% | -$313K | 0.11% | 89 |
|
|
2022
Q3 | $544K | Sell |
5,943
-165
| -3% | -$15.1K | 0.27% | 71 |
|
|
2022
Q2 | $559K | Sell |
6,108
-3,713
| -38% | -$340K | 0.28% | 83 |
|
|
2022
Q1 | $898K | Buy |
9,821
+2,612
| +36% | +$239K | 0.34% | 75 |
|
|
2021
Q4 | $659K | Sell |
7,209
-1,807
| -20% | -$165K | 0.24% | 84 |
|
|
2021
Q3 | $825K | Sell |
9,016
-2,635
| -23% | -$241K | 0.32% | 81 |
|
|
2021
Q2 | $1.07M | Buy |
11,651
+5,322
| +84% | +$487K | 0.43% | 77 |
|
|
2021
Q1 | $579K | Sell |
6,329
-2,198
| -26% | -$201K | 0.27% | 96 |
|
|
2020
Q4 | $780K | Buy |
8,527
+4,377
| +105% | +$400K | 0.43% | 76 |
|
|
2020
Q3 | $379K | Buy |
+4,150
| New | +$379K | 0.25% | 80 |
|