Upper Left Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,210
| Closed | -$249K | – | 54 |
|
|
2022
Q4 | $249K | Sell |
9,210
-83,367
| -90% | -$2.26M | 0.29% | 52 |
|
|
2022
Q3 | $1.96M | Buy |
92,577
+12,977
| +16% | +$275K | 2.55% | 18 |
|
|
2022
Q2 | $1.84M | Sell |
79,600
-22,448
| -22% | -$520K | 2.13% | 18 |
|
|
2022
Q1 | $2.64M | Buy |
102,048
+92,002
| +916% | +$2.38M | 2.74% | 17 |
|
|
2021
Q4 | $305K | Buy |
+10,046
| New | +$305K | 0.3% | 44 |
|