BFG
Barber Financial Group’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-164,937
| Closed | -$4.81M | – | 157 |
|
2021
Q1 | $4.81M | Buy |
+164,937
| New | +$4.81M | 0.7% | 27 |
|
2018
Q3 | – | Sell |
-327,295
| Closed | -$9.08M | – | 132 |
|
2018
Q2 | $9.08M | Buy |
327,295
+182,884
| +127% | +$5.07M | 2.63% | 12 |
|
2018
Q1 | $4.26M | Buy |
144,411
+16,492
| +13% | +$487K | 1.13% | 26 |
|
2017
Q4 | $3.64M | Sell |
127,919
-6,436
| -5% | -$183K | 0.92% | 37 |
|
2017
Q3 | $3.77M | Buy |
+134,355
| New | +$3.77M | 1.07% | 31 |
|