Courage Miller Partners’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,917
| Closed | -$213K | – | 67 |
|
|
2019
Q4 | $213K | Buy |
+6,917
| New | +$213K | 0.11% | 73 |
|
|
2019
Q3 | – | Sell |
-9,897
| Closed | -$307K | – | 69 |
|
|
2019
Q2 | $307K | Sell |
9,897
-60,382
| -86% | -$1.87M | 0.17% | 66 |
|
|
2019
Q1 | $2.15M | Sell |
70,279
-2,799
| -4% | -$85.5K | 1.21% | 25 |
|
|
2018
Q4 | $2.24M | Sell |
73,078
-1,469
| -2% | -$45.1K | 1.33% | 23 |
|
|
2018
Q3 | $2.32M | Sell |
74,547
-1,175
| -2% | -$36.6K | 1.34% | 24 |
|
|
2018
Q2 | $2.37M | Sell |
75,722
-2,681
| -3% | -$83.9K | 1.41% | 24 |
|
|
2018
Q1 | $2.59M | Sell |
78,403
-2,385
| -3% | -$78.9K | 1.57% | 23 |
|
|
2017
Q4 | $2.59M | Sell |
80,788
-895
| -1% | -$28.7K | 1.57% | 21 |
|
|
2017
Q3 | $2.61M | Sell |
81,683
-1,052
| -1% | -$33.6K | 1.63% | 20 |
|
|
2017
Q2 | $2.6M | Sell |
82,735
-212
| -0.3% | -$6.65K | 1.71% | 20 |
|
|
2017
Q1 | $2.52M | Sell |
82,947
-2,873
| -3% | -$87.1K | 1.74% | 20 |
|
|
2016
Q4 | $2.51M | Sell |
85,820
-14,001
| -14% | -$410K | 1.75% | 19 |
|
|
2016
Q3 | $3.18M | Buy |
99,821
+439
| +0.4% | +$14K | 2.2% | 16 |
|
|
2016
Q2 | $3.12M | Sell |
99,382
-3,907
| -4% | -$123K | 2.23% | 16 |
|
|
2016
Q1 | $3.23M | Sell |
103,289
-2,884
| -3% | -$90.2K | 2.26% | 12 |
|
|
2015
Q4 | $3.16M | Buy |
106,173
+2,997
| +3% | +$89.2K | 2.18% | 13 |
|
|
2015
Q3 | $3.1M | Sell |
103,176
-1,487
| -1% | -$44.7K | 2.31% | 12 |
|
|
2015
Q2 | $3.21M | Sell |
104,663
-465
| -0.4% | -$14.3K | 2.39% | 12 |
|
|
2015
Q1 | $3.19M | Sell |
105,128
-4,107
| -4% | -$125K | 2.39% | 15 |
|
|
2014
Q4 | $3.52M | Buy |
109,235
+452
| +0.4% | +$14.6K | 2.91% | 12 |
|
|
2014
Q3 | $3.7M | Buy |
108,783
+1,845
| +2% | +$62.8K | 2.88% | 13 |
|
|
2014
Q2 | $3.9M | Sell |
106,938
-615
| -0.6% | -$22.4K | 2.86% | 11 |
|
|
2014
Q1 | $3.87M | Sell |
107,553
-3,906
| -4% | -$141K | 3.05% | 11 |
|
|
2013
Q4 | $3.99M | Sell |
111,459
-12,609
| -10% | -$452K | 3.38% | 12 |
|
|
2013
Q3 | $4.47M | Sell |
124,068
-4,090
| -3% | -$147K | 3.67% | 8 |
|
|
2013
Q2 | $4.46M | Buy |
+128,158
| New | +$4.46M | 4.05% | 8 |
|