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Oxford Financial Group’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Oxford Financial Group’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,257
Closed -$97K – 273
2022
Q1 		$97K Hold
1,257
– – 0.01% 205
2021
Q4 		$104K Buy
+1,257
New +$104K 0.01% 214