HOYLECOHEN, LLC SGOV Holdings History

Number of Shares
7,162.00
Current Holdings Value*
$721,290.00
% of Portfolio
0.05%
Total Estimate Gain
$3,198.60
% of Total Estimate Gain
0.06%

HOYLECOHEN, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2024-06-30, HOYLECOHEN, LLC held 7,162.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $721,290.00. This investment constitutes 0.05% of their stock portfolio, and HOYLECOHEN, LLC now holds -% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q4. And since then HOYLECOHEN, LLC has made 2 purchases of SGOV, at an average price of $100.47, for a total of 52,666.00 shares. In addition, there have been 1 sales at an average price of $100.52 for 45,504.00 shares. Based on historical transaction data and SGOV's current price of $100.60, HOYLECOHEN, LLC's estimated gain on his SGOV holdings is $3,198.60, reflecting a 0.06% gain to date.

HOYLECOHEN, LLC SGOV ($100.60) Holding Chart

HOYLECOHEN, LLC SGOV ($100.60) 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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