Authentikos Wealth Advisory’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
Q3 | – | Sell |
-21,373
| Closed | -$4.08M | – | 154 |
|
|
2024
Q2 | $4.08M | Buy |
+21,373
| New | +$4.08M | 3.95% | 8 |
|
|
2024
Q1 | – | Sell |
-4,264
| Closed | -$428K | – | 71 |
|
|
2023
Q4 | $428K | Sell |
4,264
-8,819
| -67% | -$884K | 0.45% | 44 |
|
|
2023
Q3 | $1.32M | Sell |
13,083
-13,148
| -50% | -$1.32M | 1.27% | 19 |
|
|
2023
Q2 | $2.64M | Buy |
+26,231
| New | +$2.64M | 2.49% | 11 |
|