Treasure Coast Financial Planning’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
2022
Q1
Sell
-9,593
Closed -$796K 34
2021
Q4
$796K Buy
+9,593
New +$796K 0.62% 21