4J Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,725
| Closed | -$274K | – | 89 |
|
|
2024
Q3 | $274K | Hold |
2,725
| – | – | 0.21% | 73 |
|
|
2024
Q2 | $274K | Sell |
2,725
-2,500
| -48% | -$252K | 0.23% | 70 |
|
|
2024
Q1 | $526K | Buy |
5,225
+440
| +9% | +$44.3K | 0.45% | 45 |
|
|
2023
Q4 | $480K | Hold |
4,785
| – | – | 0.44% | 48 |
|
|
2023
Q3 | $482K | Hold |
4,785
| – | – | 0.48% | 48 |
|
|
2023
Q2 | $482K | Hold |
4,785
| – | – | 0.47% | 51 |
|
|
2023
Q1 | $481K | Buy |
+4,785
| New | +$481K | 0.52% | 45 |
|