Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,922
| Closed | -$593K | – | 954 |
|
|
2023
Q3 | $593K | Buy |
27,922
+10,867
| +64% | +$231K | 0.02% | 570 |
|
|
2023
Q2 | $385K | Buy |
+17,055
| New | +$385K | 0.02% | 660 |
|
|
2018
Q4 | – | Sell |
-36,309
| Closed | -$994K | – | 351 |
|
|
2018
Q3 | $994K | Buy |
36,309
+3,258
| +10% | +$89.2K | 0.2% | 145 |
|
|
2018
Q2 | $917K | Buy |
+33,051
| New | +$917K | 0.22% | 132 |
|