Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-932
| Closed | -$26K | – | 131 |
|
|
2021
Q4 | $26K | Buy |
+932
| New | +$26K | 0.01% | 232 |
|
|
2021
Q2 | $27K | Hold |
932
| – | – | 0.01% | 203 |
|
|
2021
Q1 | $27K | Buy |
+932
| New | +$27K | 0.02% | 195 |
|
|
2020
Q3 | $22K | Hold |
762
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $22K | Buy |
762
+500
| +191% | +$14.4K | 0.02% | 155 |
|
|
2020
Q1 | $7.73K | Buy |
+262
| New | +$7.73K | 0.01% | 204 |
|
|
2019
Q4 | – | Sell |
-262
| Closed | -$8K | – | 106 |
|
|
2019
Q3 | $8K | Hold |
262
| – | – | 0.01% | 191 |
|
|
2019
Q2 | $8K | Hold |
262
| – | – | 0.01% | 204 |
|
|
2019
Q1 | $7K | Hold |
262
| – | – | 0.01% | 201 |
|
|
2018
Q4 | $7K | Hold |
262
| – | – | 0.01% | 210 |
|
|
2018
Q3 | $7.17K | Hold |
262
| – | – | 0.01% | 216 |
|
|
2018
Q2 | $7.27K | Hold |
262
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $7.73K | Buy |
+262
| New | +$7.73K | 0.01% | 204 |
|