Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-39
| Closed | -$1K | – | 1019 |
|
|
2018
Q3 | $1K | Sell |
39
-31
| -44% | -$795 | ﹤0.01% | 890 |
|
|
2018
Q2 | $2K | Sell |
70
-5,174
| -99% | -$148K | ﹤0.01% | 533 |
|
|
2018
Q1 | $155K | Buy |
5,244
+585
| +13% | +$17.3K | 0.11% | 160 |
|
|
2017
Q4 | $131K | Buy |
4,659
+1,401
| +43% | +$39.4K | 0.1% | 173 |
|
|
2017
Q3 | $91K | Buy |
3,258
+975
| +43% | +$27.2K | 0.08% | 189 |
|
|
2017
Q2 | $62K | Buy |
2,283
+1,135
| +99% | +$30.8K | 0.06% | 213 |
|
|
2017
Q1 | $31K | Sell |
1,148
-1,860
| -62% | -$50.2K | 0.03% | 292 |
|
|
2016
Q4 | $78K | Buy |
+3,008
| New | +$78K | 0.11% | 167 |
|