Global Retirement Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17K | Buy |
+723
| New | +$17K | ﹤0.01% | 2359 |
|
2024
Q4 | $15.5K | Hold |
725
| – | – | ﹤0.01% | 2215 |
|
2024
Q3 | $16.9K | Hold |
725
| – | – | ﹤0.01% | 2064 |
|
2024
Q2 | $15.5K | Hold |
725
| – | – | ﹤0.01% | 2111 |
|
2024
Q1 | $16.1K | Buy |
725
+1
| +0.1% | +$22 | ﹤0.01% | 1899 |
|
2023
Q4 | $16.3K | Sell |
724
-1
| -0.1% | -$22 | ﹤0.01% | 1864 |
|
2023
Q3 | $15.2K | Buy |
725
+716
| +7,956% | +$15K | ﹤0.01% | 1773 |
|
2023
Q2 | $203 | Hold |
9
| – | – | ﹤0.01% | 3090 |
|
2023
Q1 | $208 | Buy |
+9
| New | +$208 | ﹤0.01% | 3081 |
|
2020
Q2 | – | Sell |
-105
| Closed | -$3K | – | 1612 |
|
2020
Q1 | $3K | Sell |
105
-2,214
| -95% | -$63.3K | ﹤0.01% | 1313 |
|
2019
Q4 | $67K | Sell |
2,319
-2,011
| -46% | -$58.1K | 0.01% | 567 |
|
2019
Q3 | $124K | Sell |
4,330
-2,061
| -32% | -$59K | 0.02% | 437 |
|
2019
Q2 | $185K | Buy |
6,391
+638
| +11% | +$18.5K | 0.04% | 354 |
|
2019
Q1 | $160K | Sell |
5,753
-3,142
| -35% | -$87.4K | 0.04% | 330 |
|
2018
Q4 | $246K | Buy |
8,895
+47
| +0.5% | +$1.3K | 0.06% | 247 |
|
2018
Q3 | $242K | Buy |
8,848
+262
| +3% | +$7.17K | 0.05% | 268 |
|
2018
Q2 | $238K | Sell |
8,586
-666
| -7% | -$18.5K | 0.06% | 260 |
|
2018
Q1 | $273K | Buy |
9,252
+1,763
| +24% | +$52K | 0.08% | 238 |
|
2017
Q4 | $213K | Buy |
7,489
+1,431
| +24% | +$40.7K | 0.06% | 256 |
|
2017
Q3 | $170K | Buy |
6,058
+2,367
| +64% | +$66.4K | 0.07% | 245 |
|
2017
Q2 | $102K | Buy |
3,691
+712
| +24% | +$19.7K | 0.05% | 297 |
|
2017
Q1 | $79K | Sell |
2,979
-1,441
| -33% | -$38.2K | 0.04% | 313 |
|
2016
Q4 | $115K | Buy |
+4,420
| New | +$115K | 0.08% | 223 |
|