Baystate Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,589
| Closed | -$37K | – | 904 |
|
2022
Q2 | $37K | Sell |
1,589
-845
| -35% | -$19.7K | ﹤0.01% | 355 |
|
2022
Q1 | $63K | Buy |
2,434
+292
| +14% | +$7.56K | 0.01% | 293 |
|
2021
Q4 | $61K | Buy |
2,142
+760
| +55% | +$21.6K | 0.01% | 296 |
|
2021
Q3 | $40K | Buy |
1,382
+897
| +185% | +$26K | ﹤0.01% | 318 |
|
2021
Q2 | $14K | Sell |
485
-488
| -50% | -$14.1K | ﹤0.01% | 466 |
|
2021
Q1 | $28K | Buy |
973
+387
| +66% | +$11.1K | ﹤0.01% | 322 |
|
2020
Q4 | $18K | Buy |
+586
| New | +$18K | ﹤0.01% | 353 |
|