Beaumont Financial Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
4,198
+44
+1% +$4.42K 0.03% 245
2025
Q1
$417K Buy
4,154
+44
+1% +$4.42K 0.03% 243
2024
Q4
$411K Buy
+4,110
New +$411K 0.03% 247