Summit Wealth & Retirement Planning’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-104,120
| Closed | -$2.81M | – | 110 |
|
|
2022
Q2 | $2.81M | Buy |
104,120
+10,417
| +11% | +$281K | 1.08% | 21 |
|
|
2022
Q1 | $2.73M | Sell |
93,703
-31,096
| -25% | -$905K | 0.96% | 24 |
|
|
2021
Q4 | $3.79M | Buy |
124,799
+11,574
| +10% | +$352K | 1.3% | 20 |
|
|
2021
Q3 | $3.52M | Buy |
113,225
+9,559
| +9% | +$297K | 1.29% | 22 |
|
|
2021
Q2 | $3.29M | Buy |
103,666
+2,897
| +3% | +$92K | 1.22% | 22 |
|
|
2021
Q1 | $3.17M | Buy |
100,769
+16,831
| +20% | +$530K | 1.18% | 22 |
|
|
2020
Q4 | $2.76M | Buy |
83,938
+2,002
| +2% | +$65.7K | 1.05% | 23 |
|
|
2020
Q3 | $2.57M | Buy |
81,936
+1,966
| +2% | +$61.7K | 1.1% | 23 |
|
|
2020
Q2 | $2.44M | Buy |
79,970
+7,062
| +10% | +$215K | 1.14% | 22 |
|
|
2020
Q1 | $2.16M | Buy |
72,908
+230
| +0.3% | +$6.82K | 1.16% | 21 |
|
|
2019
Q4 | $2.24M | Buy |
+72,678
| New | +$2.24M | 1% | 22 |
|