SOA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,225
| Closed | -$25K | – | 984 |
|
|
2022
Q3 | $25K | Buy |
1,225
+4
| +0.3% | +$82 | 0.01% | 350 |
|
|
2022
Q2 | $28K | Buy |
1,221
+3
| +0.2% | +$69 | 0.01% | 334 |
|
|
2022
Q1 | $31K | Buy |
1,218
+2
| +0.2% | +$51 | 0.01% | 385 |
|
|
2021
Q4 | $34K | Buy |
1,216
+3
| +0.2% | +$84 | 0.01% | 357 |
|
|
2021
Q3 | $34K | Buy |
1,213
+3
| +0.2% | +$84 | 0.01% | 365 |
|
|
2021
Q2 | $35K | Buy |
1,210
+3
| +0.2% | +$87 | 0.01% | 356 |
|
|
2021
Q1 | $35K | Sell |
1,207
-404
| -25% | -$11.7K | 0.01% | 312 |
|
|
2020
Q4 | $49K | Buy |
+1,611
| New | +$49K | 0.01% | 265 |
|