Sharkey, Howes & Javer’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-437
| Closed | -$1K | – | 224 |
|
|
2017
Q3 | $1K | Hold |
437
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $22K | Buy |
+437
| New | +$22K | 0.01% | 124 |
|
|
2016
Q4 | – | Sell |
-135
| Closed | -$6K | – | 234 |
|
|
2016
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 176 |
|
|
2016
Q2 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 181 |
|