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

LifePlan Financial Group’s Portfolio CWB Stock Details CWB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$255K	Buy
2020 Q2	$173K	Buy
2020 Q1	$131K	Buy
2019 Q4	$145K	Buy
2019 Q3	$91K	Sell
2019 Q2	$117K	Buy
2019 Q1	$15K	Hold
2018 Q4	$13K	Buy
2018 Q3	$5K	Buy