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Cherry Tree Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Cherry Tree Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$10.8K – 614
2024
Q2 		$10.8K Hold
150
– – ﹤0.01% 386
2024
Q1 		$11K Hold
150
– – ﹤0.01% 367
2023
Q4 		$10.8K Buy
+150
New +$10.8K ﹤0.01% 349