FirstPurpose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,217
| Closed | -$223K | – | 224 |
|
|
2023
Q3 | $223K | Buy |
2,217
+43
| +2% | +$4.33K | 0.1% | 172 |
|
|
2023
Q2 | $219K | Sell |
2,174
-17,456
| -89% | -$1.76M | 0.09% | 184 |
|
|
2023
Q1 | $1.97M | Buy |
19,630
+8,732
| +80% | +$878K | 0.97% | 20 |
|
|
2022
Q4 | $1.09M | Buy |
10,898
+1,681
| +18% | +$168K | 0.61% | 28 |
|
|
2022
Q3 | $924K | Buy |
+9,217
| New | +$924K | 0.61% | 27 |
|