Benjamin F. Edwards & 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
Q2 | $808K | Buy |
8,024
+7,824
| +3,912% | +$788K | 0.01% | 581 |
|
|
2024
Q1 | $20K | Sell |
200
-175
| -47% | -$17.5K | ﹤0.01% | 1538 |
|
|
2023
Q4 | $38K | Buy |
+375
| New | +$38K | ﹤0.01% | 1318 |
|
|
2022
Q4 | – | Sell |
-402
| Closed | -$40K | – | 1901 |
|
|
2022
Q3 | $40K | Hold |
402
| – | – | ﹤0.01% | 1109 |
|
|
2022
Q2 | $40K | Buy |
+402
| New | +$40K | ﹤0.01% | 1093 |
|