YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,681
| Closed | -$246K | – | 184 |
|
|
2019
Q3 | $246K | Sell |
2,681
-550
| -17% | -$50.5K | 0.12% | 153 |
|
|
2019
Q2 | $296K | Hold |
3,231
| – | – | 0.13% | 143 |
|
|
2019
Q1 | $296K | Sell |
3,231
-625
| -16% | -$57.3K | 0.14% | 137 |
|
|
2018
Q4 | $353K | Sell |
3,856
-52
| -1% | -$4.76K | 0.19% | 117 |
|
|
2018
Q3 | $357K | Hold |
3,908
| – | – | 0.16% | 125 |
|
|
2018
Q2 | $358K | Hold |
3,908
| – | – | 0.16% | 129 |
|
|
2018
Q1 | $358K | Buy |
3,908
+1,050
| +37% | +$96.2K | 0.16% | 125 |
|
|
2017
Q4 | $261K | Buy |
2,858
+669
| +31% | +$61.1K | 0.13% | 154 |
|
|
2017
Q3 | $200K | Buy |
2,189
+32
| +1% | +$2.92K | 0.1% | 172 |
|
|
2017
Q2 | $197K | Hold |
2,157
| – | – | 0.1% | 173 |
|
|
2017
Q1 | $197K | Buy |
+2,157
| New | +$197K | 0.1% | 170 |
|