Upper Left Wealth Management’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 | $5.32M | Sell |
226,378
-1,679
| -0.7% | -$39.4K | 3.55% | 6 |
|
|
2025
Q1 | $4.99M | Buy |
228,057
+94,759
| +71% | +$2.07M | 3.57% | 6 |
|
|
2024
Q4 | $2.85M | Buy |
133,298
+4,424
| +3% | +$94.6K | 2.44% | 15 |
|
|
2024
Q3 | $2.95M | Sell |
128,874
-32,432
| -20% | -$741K | 2.58% | 14 |
|
|
2024
Q2 | $3.46M | Sell |
161,306
-6,804
| -4% | -$146K | 3.12% | 15 |
|
|
2024
Q1 | $3.74M | Buy |
168,110
+81,563
| +94% | +$1.81M | 3.47% | 12 |
|
|
2023
Q4 | $2.01M | Sell |
86,547
-3,048
| -3% | -$70.7K | 1.97% | 18 |
|
|
2023
Q3 | $1.9M | Buy |
89,595
+3,099
| +4% | +$65.8K | 1.98% | 18 |
|
|
2023
Q2 | $1.95M | Sell |
86,496
-1,128
| -1% | -$25.4K | 2.17% | 19 |
|
|
2023
Q1 | $2.03M | Sell |
87,624
-2,822
| -3% | -$65.2K | 2.3% | 19 |
|
|
2022
Q4 | $2.03M | Buy |
90,446
+81,398
| +900% | +$1.83M | 2.4% | 19 |
|
|
2022
Q3 | $227K | Sell |
9,048
-614
| -6% | -$15.4K | 0.3% | 49 |
|
|
2022
Q2 | $260K | Sell |
9,662
-806
| -8% | -$21.7K | 0.3% | 47 |
|
|
2022
Q1 | $304K | Sell |
10,468
-139,538
| -93% | -$4.05M | 0.32% | 47 |
|
|
2021
Q4 | $4.24M | Buy |
+150,006
| New | +$4.24M | 4.23% | 12 |
|