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Financial Life Planners’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial Life Planners’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-61
Closed -$4.75K – 162
2024
Q4 		$4.75K Buy
+61
New +$4.75K ﹤0.01% 295