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

Atlas Private Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$12K – 411
2020
Q2 		$12K Hold
200
– – 0.01% 310
2020
Q1 		$10K Sell
200
-94,467
-100% -$4.72M 0.01% 310
2019
Q4 		$5.25M Buy
+94,667
New +$5.25M 4.04% 1