B&D White Capital Company’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 |
-65,588
| Closed | -$6.61M | – | 86 |
|
|
2024
Q3 | $6.61M | Buy |
65,588
+63,500
| +3,041% | +$6.4M | 1.14% | 17 |
|
|
2024
Q2 | $210K | Hold |
2,088
| – | – | 0.04% | 42 |
|
|
2024
Q1 | $210K | Hold |
2,088
| – | – | 0.05% | 54 |
|
|
2023
Q4 | $209K | Hold |
2,088
| – | – | 0.07% | 56 |
|
|
2023
Q3 | $210K | Sell |
2,088
-46
| -2% | -$4.63K | 0.08% | 60 |
|
|
2023
Q2 | $215K | Buy |
+2,134
| New | +$215K | 0.07% | 57 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 74 |
|