Evoke Wealth’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
Q3
Sell
-3,765
Closed -$379K 421
2024
Q2
$379K Sell
3,765
-775
-17% -$78.1K 0.45% 48
2024
Q1
$457K Buy
+4,540
New +$457K 0.01% 261
2023
Q4
Sell
-3,939
Closed -$397K 303
2023
Q3
$397K Buy
+3,939
New +$397K 0.01% 259