Asset Planning Services (Pennsylvania)’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
Q2 | – | Sell |
-7
| Closed | – | – | 266 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 261 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 270 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | – | – | 274 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | – | – | 303 |
|
|
2017
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 300 |
|