Richard W. Paul & Associates’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 | – | Sell |
-996
| Closed | -$100K | – | 519 |
|
|
2024
Q2 | $100K | Hold |
996
| – | – | 0.04% | 185 |
|
|
2024
Q1 | $100K | Sell |
996
-12
| -1% | -$1.21K | 0.04% | 186 |
|
|
2023
Q4 | $101K | Sell |
1,008
-14
| -1% | -$1.4K | 0.04% | 186 |
|
|
2023
Q3 | $103K | Buy |
1,022
+1,009
| +7,762% | +$102K | 0.05% | 175 |
|
|
2023
Q2 | $1.31K | Buy |
+13
| New | +$1.31K | ﹤0.01% | 456 |
|