Boltwood Capital Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 20 July, 2023
Boltwood Capital Management, a leading investment firm, recently released its 13F holdings for the first and second quarters of 2023. These filings provide insight into the firm's portfolio and any changes that have occurred during this time period. In this article, we will examine the significant holdings and the percentage changes in value between the two quarters.
SCHWAB STRATEGIC TR - The holdings of SCHWAB STRATEGIC TR remained relatively stable, with a minimal decrease of 2.4% in share value.
ISHARES TR - The holdings of ISHARES TR saw significant changes during this time period. The share value for ISHARES TR increased by 22.1% in the second quarter of 2023.
FLEXSHARES TR - FLEXSHARES TR experienced a slight decrease in share value, with a 5.2% decrease during the second quarter.
SPDR INDEX SHS FDS - The holdings of SPDR INDEX SHS FDS remained steady, with a slight increase of 1.6% in share value.
APPLE INC - The holdings of APPLE INC also remained relatively stable, with a minor increase of 16.7% in share value.
MICROSOFT CORP - MICROSOFT CORP saw a moderate increase in share value, with a 16.4% increase during the second quarter.
Overall, Boltwood Capital Management's portfolio saw both positive and negative changes in holdings during the first and second quarters of 2023. While some stocks experienced significant increases in value, others saw slight decreases. It is important to note that these 13F filings provide a snapshot of a specific time period and may not necessarily reflect the current holdings of the firm.
Investors and analysts closely analyze these filings as they provide valuable insights into the investment strategies of leading firms. By tracking changes in holdings over time, investors can gain a better understanding of market trends and make more informed investment decisions. However, it is crucial to consider these filings in conjunction with other factors and conduct thorough research before making any investment choices.
In conclusion, Boltwood Capital Management's 13F filings for the first and second quarters of 2023 revealed noteworthy changes in their portfolio holdings. While some stocks experienced significant increases, others saw minor decreases. Investors and analysts can use this information to gain insights into market trends and make informed decisions. It is important to remember that 13F filings offer a snapshot of a specific time period and may not necessarily reflect the current holdings of the firm.
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