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Legacy Wealth Partners’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Legacy Wealth Partners’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,338
Closed -$488K – 84
2019
Q4 		$488K Buy
+8,338
New +$488K 0.36% 65