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

Kelleher Financial Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,363
Closed -$58K – 149
2016
Q1 		$58K Buy
+1,363
New +$58K 0.03% 163