Mission Wealth Management’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,000
| Closed | -$410K | – | 200 |
|
|
2016
Q4 | $410K | Hold |
14,000
| – | – | 0.08% | 107 |
|
|
2016
Q3 | $445K | Buy |
14,000
+1,100
| +9% | +$35K | 0.11% | 93 |
|
|
2016
Q2 | $405K | Hold |
12,900
| – | – | 0.11% | 94 |
|
|
2016
Q1 | $403K | Hold |
12,900
| – | – | 0.11% | 93 |
|
|
2015
Q4 | $384K | Hold |
12,900
| – | – | 0.11% | 82 |
|
|
2015
Q3 | $388K | Buy |
12,900
+100
| +0.8% | +$3.01K | 0.12% | 80 |
|
|
2015
Q2 | $388K | Buy |
+12,800
| New | +$388K | 0.13% | 80 |
|