Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-113
| Closed | -$11K | – | 1101 |
|
|
2024
Q3 | $11K | Hold |
113
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $11K | Hold |
113
| – | – | ﹤0.01% | 803 |
|
|
2024
Q1 | $11.4K | Sell |
113
-18
| -14% | -$1.81K | ﹤0.01% | 786 |
|
|
2023
Q4 | $13K | Sell |
131
-72
| -35% | -$7.15K | ﹤0.01% | 711 |
|
|
2023
Q3 | $20.4K | Buy |
+203
| New | +$20.4K | 0.01% | 639 |
|
|
2023
Q1 | $14K | Buy |
+144
| New | +$14K | 0.01% | 724 |
|
|
2022
Q4 | – | Sell |
-323
| Closed | -$32K | – | 982 |
|
|
2022
Q3 | $32K | Buy |
+323
| New | +$32K | 0.01% | 487 |
|