CHC
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City Holding Co’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

City Holding Co’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-193
Closed -$12.9K – 527
2023
Q1 		$12.9K Sell
193
-536
-74% -$35.9K ﹤0.01% 414
2022
Q4 		$46.9K Hold
729
– – 0.01% 313
2022
Q3 		$46K Buy
729
+536
+278% +$36.1K 0.01% 314
2022
Q2 		$12K Buy
+193
New +$13.4K ﹤0.01% 404
2016
Q1 		– Sell
-525
Closed -$23K – 486
2015
Q4 		$23K Hold
525
– – 0.01% 287
2015
Q3 		$23K Hold
525
– – 0.01% 278
2015
Q2 		$25K Hold
525
– – 0.01% 281
2015
Q1 		$25K Hold
525
– – 0.01% 286
2014
Q4 		$25K Buy
+525
New +$25.7K 0.01% 281

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HCM
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Goldman Sachs
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Bessemer Group
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NYLIM
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return