Centerpoint Advisors’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 | $5K | Sell |
52
-195
| -79% | -$18.8K | ﹤0.01% | 332 |
|
|
2025
Q1 | $25K | Buy |
+247
| New | +$25K | 0.01% | 218 |
|
|
2023
Q4 | – | Sell |
-47
| Closed | -$5K | – | 577 |
|
|
2023
Q3 | $5K | Hold |
47
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $5K | Sell |
47
-274
| -85% | -$29.1K | ﹤0.01% | 393 |
|
|
2023
Q1 | $32K | Buy |
+321
| New | +$32K | 0.01% | 202 |
|