PWMG
CWB icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,760
Closed -$312K 120
2021
Q4
$312K Sell
3,760
-1,414
-27% -$117K 0.23% 96
2021
Q3
$442K Sell
5,174
-123
-2% -$10.5K 0.33% 71
2021
Q2
$459K Buy
+5,297
New +$459K 0.33% 76