MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,507
| Closed | -$405K | – | 72 |
|
|
2019
Q1 | $405K | Sell |
14,507
-2,952
| -17% | -$82.4K | 0.27% | 36 |
|
|
2018
Q4 | $482K | Sell |
17,459
-210
| -1% | -$5.8K | 0.35% | 33 |
|
|
2018
Q3 | $483K | Buy |
17,669
+358
| +2% | +$9.79K | 0.3% | 34 |
|
|
2018
Q2 | $480K | Buy |
17,311
+683
| +4% | +$18.9K | 0.48% | 32 |
|
|
2018
Q1 | $491K | Buy |
16,628
+3,807
| +30% | +$112K | 0.35% | 31 |
|
|
2017
Q4 | $364K | Sell |
12,821
-359
| -3% | -$10.2K | 0.25% | 47 |
|
|
2017
Q3 | $370K | Buy |
13,180
+166
| +1% | +$4.66K | 0.26% | 42 |
|
|
2017
Q2 | $368K | Buy |
+13,014
| New | +$368K | 0.25% | 47 |
|