Carson Wealth (CWM LLC)’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 4975 |
|
|
2025
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 4869 |
|
|
2024
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 4673 |
|
|
2024
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 4533 |
|
|
2024
Q2 | $1K | Sell |
12
-1
| -8% | -$83 | ﹤0.01% | 4337 |
|
|
2024
Q1 | $1K | Buy |
13
+3
| +30% | +$231 | ﹤0.01% | 4095 |
|
|
2023
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3912 |
|