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

One Wealth Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,897
Closed -$186K – 291
2022
Q4 		$186K Buy
+2,897
New +$186K 0.04% 204