CT Financial Advisors’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
Q1 | $50.7K | Hold |
1,904
| – | – | 0.03% | 272 |
|
|
2016
Q4 | $49.5K | Sell |
1,904
-510
| -21% | -$13.3K | 0.03% | 271 |
|
|
2016
Q3 | $69.6K | Hold |
2,414
| – | – | 0.04% | 229 |
|
|
2016
Q2 | $69K | Buy |
2,414
+510
| +27% | +$14.6K | 0.04% | 232 |
|
|
2016
Q1 | $53.1K | Sell |
1,904
-600
| -24% | -$16.7K | 0.03% | 283 |
|
|
2015
Q4 | $64.6K | Sell |
2,504
-1,560
| -38% | -$40.3K | 0.04% | 263 |
|
|
2015
Q3 | $106K | Hold |
4,064
| – | – | 0.07% | 203 |
|
|
2015
Q2 | $106K | Hold |
4,064
| – | – | 0.06% | 215 |
|
|
2015
Q1 | $108K | Hold |
4,064
| – | – | 0.06% | 219 |
|
|
2014
Q4 | $112K | Buy |
+4,064
| New | +$112K | 0.09% | 163 |
|
|
2014
Q1 | $108K | Buy |
+4,064
| New | +$108K | 0.06% | 219 |
|