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

Marcum Wealth’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,144
Closed -$452K – 97
2019
Q4 		$452K Buy
+8,144
New +$452K 0.17% 51