VisionPoint Advisory Group’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
Q1 | – | Sell |
-53
| Closed | -$5.31K | – | 856 |
|
|
2023
Q4 | $5.31K | Sell |
53
-9,028
| -99% | -$905K | ﹤0.01% | 481 |
|
|
2023
Q3 | $914K | Buy |
9,081
+352
| +4% | +$35.4K | 0.39% | 70 |
|
|
2023
Q2 | $878K | Buy |
8,729
+3,112
| +55% | +$313K | 0.36% | 70 |
|
|
2023
Q1 | $563K | Buy |
5,617
+2,742
| +95% | +$275K | 0.25% | 77 |
|
|
2022
Q4 | $288K | Buy |
+2,875
| New | +$288K | 0.12% | 105 |
|