San Luis Wealth Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
2025
Q1
$265K Sell
2024
Q4
$401K Sell
2024
Q3
$448K Sell
2024
Q2
$1.48M Sell
2024
Q1
$1.52M Buy
2023
Q4
$694K Buy
2023
Q3
$208K Buy