Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-314,539
| Closed | -$8.73M | – | 63 |
|
|
2018
Q2 | $8.73M | Buy |
314,539
+204,963
| +187% | +$5.69M | 4.64% | 10 |
|
|
2018
Q1 | $3.23M | Sell |
109,576
-2,826
| -3% | -$83.4K | 1.85% | 16 |
|
|
2017
Q4 | $3.2M | Buy |
112,402
+210
| +0.2% | +$5.97K | 1.47% | 26 |
|
|
2017
Q3 | $3.15M | Buy |
112,192
+14,949
| +15% | +$420K | 1.48% | 20 |
|
|
2017
Q2 | $2.69M | Buy |
+97,243
| New | +$2.69M | 1.5% | 19 |
|