Curi Wealth Management’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
Q1 | – | Sell |
-169,069
| Closed | -$17M | – | 127 |
|
|
2023
Q4 | $17M | Buy |
169,069
+68,229
| +68% | +$6.84M | 2.34% | 10 |
|
|
2023
Q3 | $10.2M | Sell |
100,840
-1,917
| -2% | -$193K | 1.56% | 24 |
|
|
2023
Q2 | $10.3M | Buy |
102,757
+2,645
| +3% | +$266K | 1.4% | 25 |
|
|
2023
Q1 | $10.1M | Buy |
100,112
+7,526
| +8% | +$757K | 1.45% | 24 |
|
|
2022
Q4 | $9.27M | Buy |
92,586
+20,958
| +29% | +$2.1M | 1.3% | 30 |
|
|
2022
Q3 | $7.18M | Buy |
+71,628
| New | +$7.18M | 1.19% | 34 |
|