Piershale Financial Group’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
Q1 | – | Sell |
-148,483
| Closed | -$4.22M | – | 23 |
|
|
2017
Q4 | $4.22M | Sell |
148,483
-108,675
| -42% | -$3.09M | 2.17% | 11 |
|
|
2017
Q3 | $7.22M | Buy |
+257,158
| New | +$7.22M | 4.09% | 13 |
|
|
2016
Q2 | – | Sell |
-1,120,862
| Closed | -$31.2M | – | 142 |
|
|
2016
Q1 | $31.2M | Buy |
+1,120,862
| New | +$31.2M | 18.42% | 1 |
|
|
2014
Q1 | – | Sell |
-204
| Closed | -$6K | – | 145 |
|
|
2013
Q4 | $6K | Sell |
204
-325,580
| -100% | -$9.58M | 0.01% | 80 |
|
|
2013
Q3 | $9.51M | Buy |
+325,784
| New | +$9.51M | 8.61% | 1 |
|