Csenge Advisory 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
Q2 | – | Sell |
-2,608
| Closed | -$263K | – | 742 |
|
|
2024
Q1 | $263K | Sell |
2,608
-1,583
| -38% | -$159K | 0.01% | 590 |
|
|
2023
Q4 | $420K | Sell |
4,191
-3,831
| -48% | -$384K | 0.03% | 446 |
|
|
2023
Q3 | $808K | Buy |
8,022
+4,182
| +109% | +$421K | 0.06% | 252 |
|
|
2023
Q2 | $386K | Buy |
3,840
+528
| +16% | +$53.1K | 0.03% | 432 |
|
|
2023
Q1 | $333K | Buy |
+3,312
| New | +$333K | 0.02% | 445 |
|