Belpointe Asset 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-8,759
| Closed | -$274K | – | 1010 |
|
2020
Q4 | $274K | Buy |
+8,759
| New | +$274K | 0.02% | 592 |
|
2019
Q4 | – | Sell |
-10,183
| Closed | -$292K | – | 785 |
|
2019
Q3 | $292K | Buy |
10,183
+4,572
| +81% | +$131K | 0.05% | 391 |
|
2019
Q2 | $162K | Buy |
+5,611
| New | +$162K | 0.03% | 466 |
|
2019
Q1 | – | Sell |
-57,312
| Closed | -$1.58M | – | 460 |
|
2018
Q4 | $1.58M | Sell |
57,312
-1,114
| -2% | -$30.8K | 0.4% | 48 |
|
2018
Q3 | $1.6M | Buy |
+58,426
| New | +$1.6M | 0.25% | 76 |
|