SLWA
San Luis 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 | $232K | Sell |
2,312
-325
| -12% | -$32.6K | 0.05% | 128 |
|
|
2025
Q1 | $265K | Sell |
2,637
-1,374
| -34% | -$138K | 0.06% | 121 |
|
|
2024
Q4 | $401K | Sell |
4,011
-450
| -10% | -$45K | 0.08% | 109 |
|
|
2024
Q3 | $448K | Sell |
4,461
-10,263
| -70% | -$1.03M | 0.09% | 101 |
|
|
2024
Q2 | $1.48M | Sell |
14,724
-45,826
| -76% | -$4.6M | 0.36% | 43 |
|
|
2024
Q1 | $1.52M | Buy |
60,550
+32,829
| +118% | +$825K | 0.8% | 21 |
|
|
2023
Q4 | $694K | Buy |
27,721
+19,452
| +235% | +$487K | 0.29% | 26 |
|
|
2023
Q3 | $208K | Buy |
+8,269
| New | +$208K | 0.1% | 70 |
|