Colton Groome Financial Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Colton Groome Financial 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
2022 Q1	–	Sell
2021 Q4	$864K	Sell
2021 Q3	$934K	Sell
2021 Q2	$952K	Sell
2021 Q1	$3.79M	Buy
2020 Q4	$2.67M	Buy
2020 Q3	$1.66M	Sell
2020 Q2	$3.1M	Buy
2020 Q1	$662K	Buy