Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $353K | Sell |
13,250
-506
| -4% | -$13.5K | 0.12% | 167 |
|
|
2016
Q4 | $357K | Sell |
13,756
-122
| -0.9% | -$3.17K | 0.13% | 158 |
|
|
2016
Q3 | $400K | Hold |
13,878
| – | – | 0.14% | 143 |
|
|
2016
Q2 | $397K | Sell |
13,878
-562
| -4% | -$16.1K | 0.15% | 133 |
|
|
2016
Q1 | $402K | Sell |
14,440
-350
| -2% | -$9.74K | 0.17% | 116 |
|
|
2015
Q4 | $382K | Sell |
14,790
-108
| -0.7% | -$2.79K | 0.16% | 116 |
|
|
2015
Q3 | $388K | Sell |
14,898
-550
| -4% | -$14.3K | 0.17% | 113 |
|
|
2015
Q2 | $402K | Buy |
15,448
+864
| +6% | +$22.5K | 0.16% | 118 |
|
|
2015
Q1 | $387K | Buy |
+14,584
| New | +$387K | 0.16% | 113 |
|