Resurgent Financial Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-481
Closed -$32.6K 502
2023
Q3
$32.6K Buy
481
+40
+9% +$2.71K 0.02% 396
2023
Q2
$30.8K Buy
+441
New +$30.8K 0.02% 419