Carolinas Wealth Consulting’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 | – | Sell |
-370
| Closed | -$37.3K | – | 1071 |
|
|
2024
Q1 | $37.3K | Sell |
370
-408
| -52% | -$41.1K | 0.01% | 418 |
|
|
2023
Q4 | $78K | Buy |
778
+48
| +7% | +$4.81K | 0.02% | 273 |
|
|
2023
Q3 | $73.5K | Buy |
730
+12
| +2% | +$1.21K | 0.02% | 259 |
|
|
2023
Q2 | $72.2K | Sell |
718
-3,546
| -83% | -$357K | 0.01% | 303 |
|
|
2023
Q1 | $429K | Buy |
4,264
+128
| +3% | +$12.9K | 0.09% | 115 |
|
|
2022
Q4 | $414K | Sell |
4,136
-986
| -19% | -$98.7K | 0.09% | 115 |
|
|
2022
Q3 | $514K | Buy |
5,122
+5,086
| +14,128% | +$510K | 0.13% | 86 |
|
|
2022
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 695 |
|