ULWM
Upper Left Wealth Management’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
Q1 | – | Sell |
-3,016
| Closed | -$302K | – | 64 |
|
|
2023
Q4 | $302K | Sell |
3,016
-24
| -0.8% | -$2.41K | 0.3% | 58 |
|
|
2023
Q3 | $306K | Sell |
3,040
-7
| -0.2% | -$705 | 0.32% | 53 |
|
|
2023
Q2 | $307K | Sell |
3,047
-7
| -0.2% | -$704 | 0.34% | 50 |
|
|
2023
Q1 | $307K | Buy |
+3,054
| New | +$307K | 0.35% | 49 |
|