Latitude Advisors’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
Q1 | – | Sell |
-5,288
| Closed | -$530K | – | 192 |
|
|
2023
Q4 | $530K | Buy |
5,288
+91
| +2% | +$9.12K | 0.37% | 71 |
|
|
2023
Q3 | $523K | Buy |
5,197
+100
| +2% | +$10.1K | 0.37% | 62 |
|
|
2023
Q2 | $513K | Buy |
5,097
+59
| +1% | +$5.94K | 0.36% | 66 |
|
|
2023
Q1 | $507K | Buy |
5,038
+34
| +0.7% | +$3.42K | 0.37% | 67 |
|
|
2022
Q4 | $501K | Buy |
+5,004
| New | +$501K | 0.38% | 56 |
|