Charter Oak Capital Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
NYLIM
Charter Oak Capital Management's CWB Position: Q3 2022 in Review
Charter Oak Capital Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2022, closing a stake of 225 shares — an estimated $15K sold.
Charter Oak Capital Management first reported a position in CWB in Q4 2020 and held it in 7 quarters. The position peaked at $83K in Q1 2021. 454 funds tracked by Wall St. Rank hold CWB as of Q3 2022.
- Charter Oak Capital Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2022 after selling out during the quarter.
- Charter Oak Capital Management sold 225 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2022, an estimated $15K.
- Charter Oak Capital Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and held it in 7 quarters.
- Charter Oak Capital Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $83K in Q1 2021.
- 454 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2022.
Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.