KFA
CWB icon

Kabarec Financial Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Kabarec Financial Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$3.8M Sell
71,600
-10,039
-12% -$532K 2.9% 16
2018
Q1 		$4.22M Buy
81,639
+1,241
+2% +$64.1K 2.67% 17
2017
Q4 		$4.07M Buy
+80,398
New +$4.07M 2.49% 15