PWAG
Polaris Wealth Advisory Group’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-399,035
| Closed | -$9.18M | – | 176 |
|
|
2022
Q4 | $9.18M | Buy |
+399,035
| New | +$9.18M | 0.68% | 48 |
|
|
2020
Q4 | – | Sell |
-246,019
| Closed | -$7.33M | – | 180 |
|
|
2020
Q3 | $7.33M | Buy |
246,019
+68,214
| +38% | +$2.03M | 0.69% | 44 |
|
|
2020
Q2 | $5.12M | Buy |
+177,805
| New | +$5.12M | 0.41% | 56 |
|
|
2019
Q3 | – | Sell |
-47,442
| Closed | -$1.36M | – | 154 |
|
|
2019
Q2 | $1.36M | Buy |
+47,442
| New | +$1.36M | 0.1% | 93 |
|
|
2018
Q4 | – | Sell |
-117
| Closed | -$3K | – | 183 |
|
|
2018
Q3 | $3K | Buy |
117
+18
| +18% | +$462 | ﹤0.01% | 467 |
|
|
2018
Q2 | $3K | Hold |
99
| – | – | ﹤0.01% | 230 |
|
|
2018
Q1 | $3K | Buy |
+99
| New | +$3K | ﹤0.01% | 418 |
|
|
2016
Q2 | – | Sell |
-3,744
| Closed | -$209K | – | 107 |
|
|
2016
Q1 | $209K | Sell |
3,744
-2,146
| -36% | -$120K | 0.03% | 101 |
|
|
2015
Q4 | $304K | Buy |
+5,890
| New | +$304K | 0.05% | 119 |
|