TFA
Tranquilli Financial Advisor’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,584
| Closed | -$297K | – | 84 |
|
|
2021
Q4 | $297K | Buy |
3,584
+43
| +1% | +$3.56K | 0.21% | 70 |
|
|
2021
Q3 | $302K | Buy |
3,541
+145
| +4% | +$12.4K | 0.23% | 62 |
|
|
2021
Q2 | $295K | Sell |
3,396
-11,948
| -78% | -$1.04M | 0.22% | 64 |
|
|
2021
Q1 | $1.28M | Buy |
15,344
+1,834
| +14% | +$153K | 1.03% | 31 |
|
|
2020
Q4 | $1.12M | Buy |
+13,510
| New | +$1.12M | 1.02% | 33 |
|