CWM
Concentric Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $591K | Sell |
5,870
-1,760
| -23% | -$177K | 0.14% | 89 |
|
|
2024
Q2 | $768K | Hold |
7,630
| – | – | 0.2% | 79 |
|
|
2024
Q1 | $768K | Sell |
7,630
-140
| -2% | -$14.1K | 0.2% | 80 |
|
|
2023
Q4 | $779K | Sell |
7,770
-530
| -6% | -$53.1K | 0.23% | 79 |
|
|
2023
Q3 | $836K | Buy |
+8,300
| New | +$836K | 0.28% | 73 |
|