Concurrent Investment 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 | $1.5M | Buy |
14,986
+189
| +1% | +$19K | 0.03% | 497 |
|
|
2025
Q1 | $1.49M | Buy |
14,797
+2,440
| +20% | +$245K | 0.04% | 432 |
|
|
2024
Q4 | $1.24M | Buy |
12,357
+5,996
| +94% | +$600K | 0.03% | 434 |
|
|
2024
Q3 | $639K | Buy |
6,361
+22
| +0.3% | +$2.21K | 0.02% | 561 |
|
|
2024
Q2 | $637K | Sell |
6,339
-1,777
| -22% | -$179K | 0.02% | 524 |
|
|
2024
Q1 | $815K | Sell |
8,116
-1,372
| -14% | -$138K | 0.03% | 416 |
|
|
2023
Q4 | $950K | Buy |
+9,488
| New | +$950K | 0.04% | 343 |
|