Harvest Group Wealth 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
2023
Q1
$29.9K Buy
297
+146
+97% +$14.7K 0.02% 71
2022
Q4
$15.1K Sell
151
-43,611
-100% -$4.36M 0.01% 77
2022
Q3
$4.39M Buy
43,762
+1,451
+3% +$145K 2.92% 14
2022
Q2
$4.24M Buy
+42,311
New +$4.24M 2.61% 14