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Planning Capital Management Corporation’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Planning Capital Management Corporation’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$23K Hold
300
– – 0.02% 272
2024
Q2 		$21.6K Hold
300
– – 0.02% 270
2024
Q1 		$21.9K Hold
300
– – 0.02% 275
2023
Q4 		$21.6K Buy
+300
New +$21.6K 0.02% 279