Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,670
| Closed | -$1.07M | – | 389 |
|
|
2025
Q1 | $1.07M | Buy |
+10,670
| New | +$1.07M | 0.26% | 73 |
|
|
2024
Q4 | – | Sell |
-11,676
| Closed | -$1.18M | – | 388 |
|
|
2024
Q3 | $1.18M | Buy |
11,676
+5,531
| +90% | +$557K | 0.24% | 87 |
|
|
2024
Q2 | $619K | Buy |
+6,145
| New | +$619K | 0.16% | 128 |
|
|
2024
Q1 | – | Sell |
-15,694
| Closed | -$1.57M | – | 300 |
|
|
2023
Q4 | $1.57M | Sell |
15,694
-1,376
| -8% | -$138K | 0.45% | 48 |
|
|
2023
Q3 | $1.72M | Buy |
+17,070
| New | +$1.72M | 0.47% | 38 |
|