Wealthcare Advisory Partners’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 | – | Sell |
-2,500
| Closed | -$73K | – | 729 |
|
|
2021
Q1 | $73K | Buy |
+2,500
| New | +$73K | 0.01% | 762 |
|
|
2020
Q2 | – | Sell |
-2,500
| Closed | -$70K | – | 449 |
|
|
2020
Q1 | $70K | Sell |
2,500
-1,301
| -34% | -$36.4K | 0.01% | 443 |
|
|
2019
Q4 | $110K | Buy |
3,801
+1,301
| +52% | +$37.7K | 0.01% | 382 |
|
|
2019
Q3 | $72K | Hold |
2,500
| – | – | 0.01% | 460 |
|
|
2019
Q2 | $72K | Sell |
2,500
-1,480
| -37% | -$42.6K | 0.01% | 436 |
|
|
2019
Q1 | $111K | Sell |
3,980
-1,000
| -20% | -$27.9K | 0.02% | 319 |
|
|
2018
Q4 | $137K | Hold |
4,980
| – | – | 0.03% | 265 |
|
|
2018
Q3 | $136K | Sell |
4,980
-30
| -0.6% | -$819 | 0.03% | 276 |
|
|
2018
Q2 | $139K | Buy |
5,010
+3,980
| +386% | +$110K | 0.03% | 271 |
|
|
2018
Q1 | $30K | Hold |
1,030
| – | – | 0.01% | 497 |
|
|
2017
Q4 | $29K | Buy |
+1,030
| New | +$29K | 0.01% | 459 |
|