AIA
CWB icon

Avalon Investment & Advisory’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Avalon Investment & Advisory’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-38,100
Closed -$2.31M – 327
2020
Q2 		$2.31M Hold
38,100
– – 0.05% 177
2020
Q1 		$1.82M Buy
+38,100
New +$1.82M 0.05% 196