Mascoma 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 |
-355
| Closed | -$7.54K | – | 473 |
|
|
2023
Q3 | $7.54K | Hold |
355
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $7.94K | Hold |
355
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $8.18K | Hold |
355
| – | – | ﹤0.01% | 428 |
|
|
2022
Q4 | $7.96K | Sell |
355
-50
| -12% | -$1.12K | ﹤0.01% | 435 |
|
|
2022
Q3 | $8K | Hold |
405
| – | – | ﹤0.01% | 423 |
|
|
2022
Q2 | $9K | Hold |
405
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $11K | Hold |
405
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $11K | Hold |
405
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $12K | Buy |
+405
| New | +$12K | ﹤0.01% | 326 |
|
|
2021
Q2 | – | Sell |
-405
| Closed | -$12K | – | 151 |
|
|
2021
Q1 | $12K | Buy |
+405
| New | +$12K | 0.01% | 332 |
|