Atria Wealth Solutions’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-50,393
| Closed | -$1.1M | – | 1514 |
|
2025
Q1 | $1.1M | Buy |
50,393
+139
| +0.3% | +$3.04K | 0.01% | 842 |
|
2024
Q4 | $1.07M | Sell |
50,254
-15,176
| -23% | -$325K | 0.01% | 891 |
|
2024
Q3 | $1.53M | Buy |
65,430
+9,305
| +17% | +$217K | 0.02% | 739 |
|
2024
Q2 | $1.2M | Buy |
56,125
+1,215
| +2% | +$26K | 0.01% | 803 |
|
2024
Q1 | $1.22M | Sell |
54,910
-9,805
| -15% | -$218K | 0.01% | 824 |
|
2023
Q4 | $1.5M | Sell |
64,715
-13,618
| -17% | -$316K | 0.02% | 698 |
|
2023
Q3 | $1.66M | Buy |
78,333
+12,772
| +19% | +$271K | 0.02% | 622 |
|
2023
Q2 | $1.48M | Sell |
65,561
-14,929
| -19% | -$337K | 0.02% | 682 |
|
2023
Q1 | $1.86M | Sell |
80,490
-17,772
| -18% | -$411K | 0.03% | 569 |
|
2022
Q4 | $2.2M | Buy |
98,262
+37,940
| +63% | +$851K | 0.04% | 477 |
|
2022
Q3 | $1.26M | Buy |
60,322
+2,491
| +4% | +$51.9K | 0.02% | 633 |
|
2022
Q2 | $1.34M | Sell |
57,831
-1,087
| -2% | -$25.2K | 0.03% | 559 |
|
2022
Q1 | $1.53M | Buy |
+58,918
| New | +$1.53M | 0.03% | 565 |
|