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Sage Investment Advisers’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Sage Investment Advisers’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,962
Closed -$641K – 63
2022
Q4 		$641K Buy
+9,962
New +$641K 0.91% 34