Gentry 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
$557K Hold
5,550
0.43% 38
2025
Q1
$557K Buy
5,550
+550
+11% +$55.2K 0.46% 39
2024
Q4
$501K Sell
5,000
-750
-13% -$75.1K 2.08% 17
2024
Q3
$578K Buy
+5,750
New +$578K 0.47% 35