LifePlan Financial Group’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $95K | Buy |
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|
2020
Q2 | $93K | Buy |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $92K | Sell |
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|
2019
Q3 | $95K | Sell |
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|
2019
Q2 | $101K | Sell |
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|
2019
Q1 | $185K | Hold |
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|
2018
Q4 | $183K | Sell |
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|
2018
Q3 | $186K | Hold |
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|
2018
Q2 | $188K | Sell |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $232K | Sell |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $312K | Sell |
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|
2016
Q1 | $355K | Sell |
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|
2015
Q4 | $387K | Sell |
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|
2015
Q3 | $395K | Sell |
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|
2015
Q2 | $431K | Sell |
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|
2015
Q1 | $471K | Sell |
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|
2014
Q4 | $564K | Sell |
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|
2014
Q3 | $5.93M | Sell |
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|
2014
Q2 | $6.31M | Sell |
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|
2014
Q1 | $6.2M | Buy |
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|
2013
Q4 | $5.91M | Buy |
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|
2013
Q3 | $304K | Sell |
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|
2013
Q2 | $327K | Buy |
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