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

Summit Financial Wealth Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-454
Closed -$21K – 237
2014
Q4 		$21K Buy
+454
New +$21K 0.01% 160