PWPS
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Pinnacle Wealth Planning Services’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-242
Closed -$20K – 730
2020
Q4 		$20K Buy
+242
New +$20K ﹤0.01% 1146