Altium Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-7,795
Closed -$409K 294
2019
Q3
$409K Sell
7,795
-675
-8% -$35.4K 0.06% 179
2019
Q2
$448K Buy
+8,470
New +$448K 0.07% 176