JPWM
CWB icon

Jamison Private Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Jamison Private Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-122
Closed -$9.34K – 264
2024
Q3 		$9.34K Hold
122
– – ﹤0.01% 346
2024
Q2 		$8.79K Hold
122
– – ﹤0.01% 326
2024
Q1 		$8.91K Hold
122
– – ﹤0.01% 332
2023
Q4 		$8.8K Hold
122
– – ﹤0.01% 312
2023
Q3 		$8.27K Buy
+122
New +$8.27K ﹤0.01% 305