Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-212
| Closed | -$5K | – | 1191 |
|
|
2017
Q2 | $5K | Hold |
212
| – | – | ﹤0.01% | 970 |
|
|
2017
Q1 | $5K | Sell |
212
-109
| -34% | -$2.57K | ﹤0.01% | 970 |
|
|
2016
Q4 | $8K | Buy |
+321
| New | +$8K | ﹤0.01% | 840 |
|
|
2016
Q1 | – | Sell |
-42
| Closed | -$1K | – | 1131 |
|
|
2015
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1031 |
|
|
2015
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1011 |
|