United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-34,289
| Closed | -$1.05M | – | 1336 |
|
|
2018
Q4 | $1.05M | Sell |
34,289
-923
| -3% | -$28.3K | 0.01% | 706 |
|
|
2018
Q3 | $1.1M | Sell |
35,212
-378
| -1% | -$11.8K | 0.01% | 756 |
|
|
2018
Q2 | $1.11M | Sell |
35,590
-1,351
| -4% | -$42.3K | 0.01% | 740 |
|
|
2018
Q1 | $1.22M | Sell |
36,941
-9,388
| -20% | -$311K | 0.01% | 724 |
|
|
2017
Q4 | $1.49M | Buy |
46,329
+546
| +1% | +$17.5K | 0.01% | 673 |
|
|
2017
Q3 | $1.46M | Buy |
+45,783
| New | +$1.46M | 0.01% | 659 |
|