Geneos Wealth Management’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.06M | Sell |
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2023
Q2 | $1.25M | Sell |
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2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | $2.85M | Sell |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $4.38M | Buy |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $3.76M | Buy |
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|
2020
Q3 | $3.24M | Buy |
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|
2020
Q2 | $3.06M | Sell |
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|
2020
Q1 | $3.08M | Buy |
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|
2019
Q4 | $3.03M | Buy |
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|
2019
Q3 | $880K | Buy |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $33K | Hold |
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|
2018
Q4 | $33K | Hold |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $34K | Buy |
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