Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,658
| Closed | -$102K | – | 692 |
|
|
2019
Q1 | $102K | Hold |
3,658
| – | – | 0.01% | 631 |
|
|
2018
Q4 | $101K | Hold |
3,658
| – | – | 0.01% | 597 |
|
|
2018
Q3 | $100K | Hold |
3,658
| – | – | 0.01% | 681 |
|
|
2018
Q2 | $102K | Sell |
3,658
-600
| -14% | -$16.7K | 0.01% | 696 |
|
|
2018
Q1 | $126K | Hold |
4,258
| – | – | 0.01% | 619 |
|
|
2017
Q4 | $121K | Buy |
4,258
+2,135
| +101% | +$60.7K | 0.01% | 638 |
|
|
2017
Q3 | $60K | Hold |
2,123
| – | – | 0.01% | 899 |
|
|
2017
Q2 | $59K | Buy |
2,123
+2,100
| +9,130% | +$58.4K | 0.01% | 886 |
|
|
2017
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1774 |
|
|
2016
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1624 |
|
|
2016
Q3 | $1K | Buy |
23
+1
| +5% | +$43 | ﹤0.01% | 1622 |
|
|
2016
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1589 |
|
|
2016
Q1 | $1K | Sell |
22
-84
| -79% | -$3.82K | ﹤0.01% | 1627 |
|
|
2015
Q4 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 1447 |
|