Beacon Harbor Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$8.32M	Buy
2021 Q1	–	Sell
2020 Q4	$8.31M	Buy