Semus 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
2023
Q2
Sell
-2,308
Closed -$232K 120
2023
Q1
$232K Sell
2,308
-205
-8% -$20.6K 0.25% 98
2022
Q4
$252K Buy
+2,513
New +$252K 0.31% 84