LWAM
Legacy Wealth Asset Management’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
26,718
-142
| -0.5% | -$3.99K | 0.19% | 150 |
|
|
2025
Q1 | $705K | Sell |
26,860
-372
| -1% | -$9.77K | 0.19% | 157 |
|
|
2024
Q4 | $690K | Sell |
27,232
-530
| -2% | -$13.4K | 0.19% | 167 |
|
|
2024
Q3 | $765K | Sell |
27,762
-432
| -2% | -$11.9K | 0.21% | 139 |
|
|
2024
Q2 | $723K | Buy |
28,194
+1,400
| +5% | +$35.9K | 0.2% | 136 |
|
|
2024
Q1 | $706K | Buy |
26,794
+672
| +3% | +$17.7K | 0.2% | 154 |
|
|
2023
Q4 | $716K | Sell |
26,122
-374
| -1% | -$10.2K | 0.23% | 134 |
|
|
2023
Q3 | $683K | Sell |
26,496
-1,838
| -6% | -$47.4K | 0.25% | 122 |
|
|
2023
Q2 | $757K | Buy |
28,334
+854
| +3% | +$22.8K | 0.26% | 109 |
|
|
2023
Q1 | $749K | Sell |
27,480
-1,179
| -4% | -$32.2K | 0.27% | 116 |
|
|
2022
Q4 | $776K | Sell |
28,659
-601
| -2% | -$16.3K | 0.3% | 114 |
|
|
2022
Q3 | $731K | Buy |
29,260
+136
| +0.5% | +$3.4K | 0.32% | 104 |
|
|
2022
Q2 | $785K | Sell |
29,124
-521
| -2% | -$14K | 0.32% | 126 |
|
|
2022
Q1 | $863K | Buy |
29,645
+1,384
| +5% | +$40.3K | 0.31% | 129 |
|
|
2021
Q4 | $859K | Buy |
28,261
+5,292
| +23% | +$161K | 0.29% | 134 |
|
|
2021
Q3 | $714K | Buy |
22,969
+275
| +1% | +$8.55K | 0.33% | 125 |
|
|
2021
Q2 | $721K | Buy |
22,694
+330
| +1% | +$10.5K | 0.32% | 130 |
|
|
2021
Q1 | $704K | Buy |
22,364
+2,309
| +12% | +$72.7K | 0.33% | 126 |
|
|
2020
Q4 | $658K | Buy |
+20,055
| New | +$658K | 0.33% | 119 |
|