Lee Financial Group Hawaii’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Lee Financial Group Hawaii’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell
2019 Q1	$1.56M	Sell
2018 Q4	$1.42M	Sell
2018 Q3	$1.64M	Sell
2018 Q2	$1.64M	Buy
2018 Q1	$1.59M	Buy
2017 Q4	$1.52M	Buy