Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-85
| Closed | -$2K | – | 1100 |
|
|
2019
Q1 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1198 |
|
|
2017
Q1 | – | Sell |
-5,688
| Closed | -$148K | – | 1462 |
|
|
2016
Q4 | $148K | Hold |
5,688
| – | – | 0.03% | 303 |
|
|
2016
Q3 | $164K | Hold |
5,688
| – | – | 0.04% | 295 |
|
|
2016
Q2 | $163K | Hold |
5,688
| – | – | 0.05% | 284 |
|
|
2016
Q1 | $159K | Buy |
+5,688
| New | +$159K | 0.06% | 216 |
|
|
2015
Q3 | – | Sell |
-6,242
| Closed | -$162K | – | 300 |
|
|
2015
Q2 | $162K | Hold |
6,242
| – | – | 0.06% | 222 |
|
|
2015
Q1 | $166K | Buy |
6,242
+224
| +4% | +$5.96K | 0.06% | 220 |
|
|
2014
Q4 | $167K | Buy |
+6,018
| New | +$167K | 0.07% | 188 |
|
|
2014
Q3 | – | Sell |
-330
| Closed | -$10K | – | 877 |
|
|
2014
Q2 | $10K | Buy |
+330
| New | +$10K | ﹤0.01% | 621 |
|
|
2013
Q4 | – | Sell |
-48
| Closed | -$1K | – | 211 |
|
|
2013
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 709 |
|