Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
0
| – | – | – | 636 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$6K | – | 1932 |
|
|
2020
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 1287 |
|
|
2020
Q3 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 1194 |
|
|
2018
Q3 | – | Sell |
-1,056
| Closed | -$29K | – | 1768 |
|
|
2018
Q2 | $29K | Hold |
1,056
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $31K | Hold |
1,056
| – | – | 0.01% | 601 |
|
|
2017
Q4 | $30K | Hold |
1,056
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $30K | Buy |
+1,056
| New | +$30K | 0.01% | 490 |
|