OWA
Outlook Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,383
| Closed | -$1.25M | – | 289 |
|
|
2024
Q1 | $1.25M | Sell |
12,383
-8,645
| -41% | -$871K | 0.39% | 52 |
|
|
2023
Q4 | $2.11M | Sell |
21,028
-11,630
| -36% | -$1.17M | 0.74% | 29 |
|
|
2023
Q3 | $3.29M | Buy |
32,658
+23,315
| +250% | +$2.35M | 1.26% | 18 |
|
|
2023
Q2 | $940K | Sell |
9,343
-31,769
| -77% | -$3.2M | 0.36% | 64 |
|
|
2023
Q1 | $4.13M | Sell |
41,112
-44,905
| -52% | -$4.52M | 1.84% | 11 |
|
|
2022
Q4 | $8.61M | Buy |
+86,017
| New | +$8.61M | 4.09% | 4 |
|