Baldwin Wealth Partners’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 |
-1,550
| Closed | -$156K | – | 865 |
|
|
2024
Q3 | $156K | Buy |
1,550
+200
| +15% | +$20.1K | 0.01% | 363 |
|
|
2024
Q2 | $136K | Hold |
1,350
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $136K | Hold |
1,350
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $135K | Hold |
1,350
| – | – | 0.01% | 244 |
|
|
2023
Q3 | $136K | Hold |
1,350
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $136K | Buy |
1,350
+100
| +8% | +$10.1K | 0.01% | 280 |
|
|
2023
Q1 | $126K | Buy |
+1,250
| New | +$126K | 0.01% | 293 |
|