LWA
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Lowe Wealth Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Lowe Wealth Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-526
Closed -$29K – 313
2019
Q4 		$29K Hold
526
– – 0.02% 94
2019
Q3 		$28K Sell
526
-150
-22% -$7.99K 0.02% 91
2019
Q2 		$36K Buy
+676
New +$36K 0.02% 80