Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
7,297
+1,394
| +24% | +$140K | 0.03% | 138 |
|
|
2025
Q1 | $594K | Buy |
5,903
+748
| +15% | +$75.3K | 0.03% | 149 |
|
|
2024
Q4 | $517K | Sell |
5,155
-11
| -0.2% | -$1.1K | 0.02% | 153 |
|
|
2024
Q3 | $520K | Sell |
5,166
-674
| -12% | -$67.9K | 0.02% | 148 |
|
|
2024
Q2 | $588K | Buy |
5,840
+633
| +12% | +$63.7K | 0.03% | 138 |
|
|
2024
Q1 | $524K | Buy |
5,207
+1,433
| +38% | +$144K | 0.03% | 137 |
|
|
2023
Q4 | $378K | Buy |
3,774
+65
| +2% | +$6.52K | 0.02% | 158 |
|
|
2023
Q3 | $373K | Sell |
3,709
-33
| -0.9% | -$3.32K | 0.02% | 154 |
|
|
2023
Q2 | $377K | Buy |
3,742
+3,692
| +7,384% | +$371K | 0.02% | 153 |
|
|
2023
Q1 | $5.03K | Buy |
+50
| New | +$5.03K | ﹤0.01% | 712 |
|