GeoWealth Management’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
Q1 | – | Sell |
-956
| Closed | -$95.7K | – | 1198 |
|
|
2024
Q4 | $95.7K | Sell |
956
-606
| -39% | -$60.7K | ﹤0.01% | 983 |
|
|
2024
Q3 | $157K | Sell |
1,562
-1,203
| -44% | -$121K | 0.01% | 782 |
|
|
2024
Q2 | $278K | Buy |
2,765
+90
| +3% | +$9.04K | 0.01% | 603 |
|
|
2024
Q1 | $269K | Sell |
2,675
-16
| -0.6% | -$1.61K | 0.01% | 601 |
|
|
2023
Q4 | $268K | Sell |
2,691
-255
| -9% | -$25.4K | 0.02% | 432 |
|
|
2023
Q3 | $296K | Buy |
+2,946
| New | +$296K | 0.03% | 237 |
|