Epstein & White Financial’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
2018
Q1
Sell
-4,888
Closed -$255K 106
2017
Q4
$255K Buy
+4,888
New +$255K 0.15% 92