Bessemer Group’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 |
-141
| Closed | -$14K | – | 2670 |
|
|
2024
Q3 | $14K | Buy |
141
+53
| +60% | +$5.26K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $9K | Buy |
+88
| New | +$9K | ﹤0.01% | 1563 |
|
|
2024
Q1 | – | Sell |
-6,168
| Closed | -$618K | – | 2187 |
|
|
2023
Q4 | $618K | Buy |
+6,168
| New | +$618K | ﹤0.01% | 764 |
|
|
2023
Q3 | – | Sell |
-529
| Closed | -$53K | – | 2324 |
|
|
2023
Q2 | $53K | Hold |
529
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q1 | $53K | Buy |
+529
| New | +$53K | ﹤0.01% | 1211 |
|