Strategic Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.87K | Buy |
+250
| New | +$5.87K | ﹤0.01% | 872 |
|
2019
Q4 | – | Sell |
-30
| Closed | – | – | 178 |
|
2019
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 734 |
|
2019
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 743 |
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 739 |
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 651 |
|
2018
Q3 | $1K | Sell |
30
-150,223
| -100% | -$5.01M | ﹤0.01% | 620 |
|
2018
Q2 | $4.17M | Buy |
150,253
+60,249
| +67% | +$1.67M | 2.42% | 6 |
|
2018
Q1 | $2.66M | Sell |
90,004
-22,721
| -20% | -$670K | 1.37% | 11 |
|
2017
Q4 | $3.14M | Buy |
+112,725
| New | +$3.14M | 1.74% | 7 |
|