LWAM
Legacy Wealth Asset Management’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
29,644
+74
| +0.3% | +$1.74K | 0.18% | 169 |
|
|
2025
Q1 | $646K | Buy |
29,570
+205
| +0.7% | +$4.48K | 0.18% | 185 |
|
|
2024
Q4 | $628K | Sell |
29,365
-323
| -1% | -$6.91K | 0.17% | 188 |
|
|
2024
Q3 | $694K | Sell |
29,688
-450
| -1% | -$10.5K | 0.19% | 172 |
|
|
2024
Q2 | $646K | Buy |
30,138
+1,593
| +6% | +$34.1K | 0.18% | 170 |
|
|
2024
Q1 | $635K | Buy |
28,545
+918
| +3% | +$20.4K | 0.18% | 174 |
|
|
2023
Q4 | $640K | Sell |
27,627
-544
| -2% | -$12.6K | 0.21% | 157 |
|
|
2023
Q3 | $598K | Sell |
28,171
-1,728
| -6% | -$36.7K | 0.22% | 152 |
|
|
2023
Q2 | $674K | Buy |
29,899
+891
| +3% | +$20.1K | 0.24% | 137 |
|
|
2023
Q1 | $671K | Sell |
29,008
-1,220
| -4% | -$28.2K | 0.24% | 139 |
|
|
2022
Q4 | $678K | Sell |
30,228
-1,153
| -4% | -$25.9K | 0.26% | 138 |
|
|
2022
Q3 | $654K | Sell |
31,381
-149
| -0.5% | -$3.11K | 0.29% | 121 |
|
|
2022
Q2 | $730K | Sell |
31,530
-58
| -0.2% | -$1.34K | 0.3% | 133 |
|
|
2022
Q1 | $822K | Buy |
31,588
+1,807
| +6% | +$47K | 0.29% | 138 |
|
|
2021
Q4 | $842K | Buy |
29,781
+5,826
| +24% | +$165K | 0.29% | 142 |
|
|
2021
Q3 | $688K | Buy |
23,955
+254
| +1% | +$7.3K | 0.31% | 133 |
|
|
2021
Q2 | $696K | Buy |
23,701
+363
| +2% | +$10.7K | 0.31% | 132 |
|
|
2021
Q1 | $680K | Buy |
23,338
+2,368
| +11% | +$69K | 0.31% | 133 |
|
|
2020
Q4 | $655K | Buy |
+20,970
| New | +$655K | 0.33% | 121 |
|