Beverly Hills Private Wealth’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 | $1.73M | Sell |
17,230
-4,925
| -22% | -$495K | 0.32% | 83 |
|
|
2025
Q1 | $2.23M | Sell |
22,155
-2,845
| -11% | -$286K | 0.44% | 65 |
|
|
2024
Q4 | $2.5M | Buy |
25,000
+13,720
| +122% | +$1.37M | 0.51% | 52 |
|
|
2024
Q3 | $1.13M | Sell |
11,280
-1,440
| -11% | -$145K | 0.23% | 114 |
|
|
2024
Q2 | $1.28M | Buy |
12,720
+920
| +8% | +$92.4K | 0.28% | 96 |
|
|
2024
Q1 | $1.19M | Buy |
+11,800
| New | +$1.19M | 0.27% | 92 |
|