SWA
Strata 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
Q3 | – | Sell |
-2,121
| Closed | -$214K | – | 79 |
|
|
2024
Q2 | $214K | Buy |
+2,121
| New | +$214K | 0.07% | 72 |
|
|
2024
Q1 | – | Sell |
-8,533
| Closed | -$856K | – | 80 |
|
|
2023
Q4 | $856K | Buy |
8,533
+45
| +0.5% | +$4.51K | 0.34% | 33 |
|
|
2023
Q3 | $854K | Buy |
+8,488
| New | +$854K | 0.41% | 17 |
|
|
2023
Q1 | $453K | Sell |
4,500
-3,500
| -44% | -$352K | 0.23% | 35 |
|
|
2022
Q4 | $801K | Buy |
+8,000
| New | +$801K | 0.44% | 21 |
|