DFPG Investments’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
2023
Q4
$1.57M Buy
15,647
+10,751
+220% +$1.08M 0.12% 168
2023
Q3
$492K Buy
4,896
+2,100
+75% +$211K 0.05% 356
2023
Q2
$281K Sell
2,796
-7,100
-72% -$713K 0.03% 484
2023
Q1
$995K Buy
9,896
+1,891
+24% +$190K 0.11% 198
2022
Q4
$802K Buy
+8,005
New +$802K 0.13% 179