Whalen Wealth Management Inc.'s ownership history for SGOV

Whalen Wealth Management Inc. currently holds 2.0K shares with a market value of $205.4K. It started holding SGOV on 2024-09-30. At its peak, it held 5.8K shares on 2025-03-31. Its highest holding value was $588.9K on 2025-03-31. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $205.4K on 2025-09-30. In the recent 180 days, Whalen Wealth Management Inc. has decreased its shares by 3.8K. In the recent year, Whalen Wealth Management Inc. has decreased its shares by 656.