Gould Asset 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-40,978
| Closed | -$1.09M | – | 119 |
|
2015
Q1 | $1.09M | Sell |
40,978
-8,628
| -17% | -$229K | 0.53% | 25 |
|
2014
Q4 | $1.37M | Sell |
49,606
-49,132
| -50% | -$1.36M | 0.67% | 20 |
|
2014
Q3 | $2.83M | Sell |
98,738
-380
| -0.4% | -$10.9K | 1.37% | 11 |
|
2014
Q2 | $3.01M | Buy |
99,118
+5,462
| +6% | +$166K | 1.45% | 9 |
|
2014
Q1 | $2.78M | Sell |
93,656
-12,856
| -12% | -$382K | 1.47% | 10 |
|
2013
Q4 | $3.08M | Sell |
106,512
-5,594
| -5% | -$161K | 1.79% | 7 |
|
2013
Q3 | $3.27M | Sell |
112,106
-26,106
| -19% | -$762K | 2.06% | 7 |
|
2013
Q2 | $3.89M | Buy |
+138,212
| New | +$3.89M | 2.43% | 7 |
|