Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,888
| Closed | -$258K | – | 798 |
|
|
2022
Q1 | $258K | Buy |
+9,888
| New | +$258K | 0.01% | 722 |
|
|
2021
Q1 | – | Sell |
-26,427
| Closed | -$825K | – | 516 |
|
|
2020
Q4 | $825K | Buy |
26,427
+6,342
| +32% | +$198K | 0.12% | 185 |
|
|
2020
Q3 | $596K | Buy |
+20,085
| New | +$596K | 0.1% | 209 |
|
|
2019
Q2 | – | Sell |
-7,539
| Closed | -$211K | – | 397 |
|
|
2019
Q1 | $211K | Sell |
7,539
-300
| -4% | -$8.4K | 0.05% | 357 |
|
|
2018
Q4 | $216K | Buy |
+7,839
| New | +$216K | 0.06% | 310 |
|