Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1
| Closed | -$1K | – | 444 |
|
|
2017
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 244 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 403 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 388 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 403 |
|
|
2016
Q4 | $1K | Sell |
1
-597
| -100% | -$597K | ﹤0.01% | 461 |
|
|
2016
Q3 | $27K | Buy |
+598
| New | +$27K | 0.01% | 207 |
|