OneDigital Investment Advisors’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
Q4 | – | Sell |
-8,308
| Closed | -$238K | – | 558 |
|
|
2019
Q3 | $238K | Sell |
8,308
-10,926
| -57% | -$313K | 0.02% | 441 |
|
|
2019
Q2 | $556K | Buy |
19,234
+13,802
| +254% | +$399K | 0.04% | 230 |
|
|
2019
Q1 | $151K | Buy |
5,432
+4,524
| +498% | +$126K | 0.02% | 314 |
|
|
2018
Q4 | $25K | Buy |
+908
| New | +$25K | ﹤0.01% | 626 |
|
|
2018
Q3 | – | Sell |
-476
| Closed | -$13K | – | 1056 |
|
|
2018
Q2 | $13K | Hold |
476
| – | – | ﹤0.01% | 959 |
|
|
2018
Q1 | $14K | Buy |
+476
| New | +$14K | ﹤0.01% | 940 |
|