Berger Financial Group’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
Q2 | – | Sell |
-33,280
| Closed | -$866K | – | 250 |
|
|
2022
Q1 | $866K | Buy |
33,280
+2,908
| +10% | +$75.7K | 0.11% | 109 |
|
|
2021
Q4 | $859K | Buy |
30,372
+508
| +2% | +$14.4K | 0.11% | 112 |
|
|
2021
Q3 | $858K | Buy |
29,864
+260
| +0.9% | +$7.47K | 0.15% | 84 |
|
|
2021
Q2 | $869K | Buy |
29,604
+1,509
| +5% | +$44.3K | 0.16% | 83 |
|
|
2021
Q1 | $819K | Sell |
28,095
-809
| -3% | -$23.6K | 0.18% | 81 |
|
|
2020
Q4 | $903K | Buy |
+28,904
| New | +$903K | 0.16% | 98 |
|