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Legacy Financial Strategies’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Legacy Financial Strategies’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,000
Closed -$202K – 92
2017
Q4 		$202K Buy
+4,000
New +$202K 0.21% 94