Boston Standard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,171
| Closed | -$351K | – | 22 |
|
|
2016
Q3 | $351K | Sell |
12,171
-9,703
| -44% | -$280K | 0.28% | 22 |
|
|
2016
Q2 | $625K | Sell |
21,874
-32,366
| -60% | -$925K | 0.54% | 19 |
|
|
2016
Q1 | $1.51M | Sell |
54,240
-15,280
| -22% | -$424K | 1.38% | 15 |
|
|
2015
Q4 | $1.8M | Sell |
69,520
-20,098
| -22% | -$519K | 1.77% | 14 |
|
|
2015
Q3 | $2.34M | Sell |
89,618
-19,426
| -18% | -$507K | 2.33% | 10 |
|
|
2015
Q2 | $2.85M | Sell |
109,044
-13,298
| -11% | -$347K | 2.66% | 10 |
|
|
2015
Q1 | $3.24M | Sell |
122,342
-33,664
| -22% | -$892K | 3.02% | 10 |
|
|
2014
Q4 | $4.33M | Buy |
+156,006
| New | +$4.33M | 4.28% | 9 |
|