FWL Investment 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
Q3
Sell
-404
Closed -$40.7K 319
2024
Q2
$40.7K Hold
404
0.02% 124
2024
Q1
$40.7K Sell
404
-350
-46% -$35.2K 0.02% 109
2023
Q4
$75.6K Hold
754
0.04% 75
2023
Q3
$75.9K Buy
+754
New +$75.9K 0.05% 67