PWA
Peterson Wealth Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.8M | Buy |
246,717
+378
| +0.2% | +$38K | 4.09% | 7 |
|
2025
Q1 | $24.7M | Buy |
246,339
+53,655
| +28% | +$5.37M | 4.77% | 7 |
|
2024
Q4 | $19.3M | Buy |
192,684
+68,838
| +56% | +$6.89M | 3.48% | 7 |
|
2024
Q3 | $12.4M | Buy |
+123,846
| New | +$12.4M | 2.35% | 9 |
|