Clear Perspectives Financial Planning, LLC SGOV Holdings History
Clear Perspectives Financial Planning, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 104,680.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $10.53 Mil. This investment constitutes 5.9% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.1% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q2. And since then Clear Perspectives Financial Planning, LLC has made 2 purchases of SGOV, at an average price of $99.93, for a total of 290,412.00 shares. In addition, there have been 2 sales at an average price of $99.26 for 185,732.00 shares. Based on historical transaction data and SGOV's current price of $100.64, Clear Perspectives Financial Planning, LLC's estimated gain on his SGOV holdings is $-50,224.94, reflecting a -0.17% gain to date.
Clear Perspectives Financial Planning, LLC SGOV ($100.64) Holding Chart
Clear Perspectives Financial Planning, LLC SGOV ($100.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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