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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-150
Closed -$8K 315
2019
Q2
$8K Buy
+150
New +$8K ﹤0.01% 661
2019
Q1
Sell
-150
Closed -$7K 302
2018
Q4
$7K Buy
+150
New +$7K ﹤0.01% 678