FinTrust Capital Advisors’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
2024
Q3
$63.2K Hold
825
0.01% 511
2024
Q2
$59.5K Buy
+825
New +$59.5K 0.01% 488
2019
Q2
Sell
-772
Closed -$40K 1092
2019
Q1
$40K Hold
772
0.02% 430
2018
Q4
$36K Buy
+772
New +$36K 0.02% 443