Capital Asset Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
NYLIM
Capital Asset Advisory Services's CWB Position: Q3 2022 in Review
Capital Asset Advisory Services sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2022, closing a stake of 307 shares — an estimated $20K sold.
Capital Asset Advisory Services first reported a position in CWB in Q1 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2022. 454 funds tracked by Wall St. Rank hold CWB as of Q3 2022.
- Capital Asset Advisory Services reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2022 after selling out during the quarter.
- Capital Asset Advisory Services sold 307 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2022, an estimated $20K.
- Capital Asset Advisory Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2020 and held it in 4 quarters.
- Capital Asset Advisory Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $20K in Q2 2022.
- 454 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2022.
Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.