Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,114
| Closed | -$55K | – | 349 |
|
|
2015
Q3 | $55K | Sell |
2,114
-1,210
| -36% | -$31.5K | 0.01% | 415 |
|
|
2015
Q2 | $86K | Sell |
3,324
-2,926
| -47% | -$75.7K | 0.02% | 359 |
|
|
2015
Q1 | $166K | Buy |
6,250
+2,568
| +70% | +$68.2K | 0.04% | 275 |
|
|
2014
Q4 | $102K | Sell |
3,682
-2,120
| -37% | -$58.7K | 0.03% | 304 |
|
|
2014
Q3 | $166K | Buy |
5,802
+498
| +9% | +$14.2K | 0.05% | 239 |
|
|
2014
Q2 | $161K | Sell |
5,304
-226
| -4% | -$6.86K | 0.06% | 225 |
|
|
2014
Q1 | $164K | Buy |
5,530
+144
| +3% | +$4.27K | 0.07% | 208 |
|
|
2013
Q4 | $155K | Sell |
5,386
-512
| -9% | -$14.7K | 0.09% | 168 |
|
|
2013
Q3 | $172K | Sell |
5,898
-70,500
| -92% | -$2.06M | 0.1% | 175 |
|
|
2013
Q2 | $2.15M | Buy |
+76,398
| New | +$2.15M | 1.19% | 17 |
|