Burt Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-150
Closed -$4K 408
2016
Q3
$4K Sell
150
-50
-25% -$1.44K ﹤0.01% 326
2016
Q2
$5K Buy
200
+110
+122% +$3.09K 0.01% 309
2016
Q1
$3K Buy
+90
New +$2.4K ﹤0.01% 419

Other funds holding BWX

Burt Wealth Advisors's BWX Position: Q4 2016 in Review

Burt Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2016, closing a stake of 150 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in BWX in Q1 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q4 2016.

  • Burt Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 150 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2016, an estimated $4K.
  • Burt Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Burt Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5K in Q2 2016.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.