Planning Capital Management Corporation’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 Q3	$17.3K	Buy	172 +1	+0.6%	+$101	0.01%	328
2024 Q2	$17.2K	Sell	171 -106	-38%	-$10.7K	0.01%	314
2024 Q1	$27.9K	Sell	277 -1,111	-80%	-$112K	0.02%	239
2023 Q4	$139K	Buy	+1,388	New	+$139K	0.11%	107