GHP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-126
| Closed | -$8.8K | – | 940 |
|
|
2023
Q2 | $8.8K | Buy |
+126
| New | +$8.8K | ﹤0.01% | 707 |
|
|
2023
Q1 | – | Sell |
-117
| Closed | -$7.53K | – | 929 |
|
|
2022
Q4 | $7.53K | Hold |
117
| – | – | ﹤0.01% | 733 |
|
|
2022
Q3 | $7K | Hold |
117
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 718 |
|
|
2022
Q1 | $9K | Buy |
+117
| New | +$9K | ﹤0.01% | 734 |
|