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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-98
Closed -$6K 632
2022
Q3
$6K Hold
98
﹤0.01% 450
2022
Q2
$6K Hold
98
﹤0.01% 476
2022
Q1
$8K Hold
98
﹤0.01% 462
2021
Q4
$8K Buy
+98
New +$8K ﹤0.01% 419