Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,064
| Closed | -$471K | – | 480 |
|
|
2021
Q2 | $471K | Sell |
16,064
-1,270
| -7% | -$37.2K | 0.03% | 423 |
|
|
2021
Q1 | $515K | Sell |
17,334
-19,175
| -53% | -$570K | 0.02% | 630 |
|
|
2020
Q4 | $1.14M | Buy |
+36,509
| New | +$1.14M | 0.05% | 299 |
|
|
2020
Q1 | – | Sell |
-1,381
| Closed | -$40K | – | 2437 |
|
|
2019
Q4 | $40K | Buy |
+1,381
| New | +$40K | ﹤0.01% | 1216 |
|
|
2017
Q1 | – | Sell |
-17,593
| Closed | -$460K | – | 295 |
|
|
2016
Q4 | $460K | Buy |
+17,593
| New | +$460K | 0.15% | 124 |
|