FirstPurpose Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$223K Buy
2023
Q2
$219K Sell
2023
Q1
$1.97M Buy
2022
Q4
$1.09M Buy
2022
Q3
$924K Buy