WealthPLAN Partners’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
2016
Q3
$138 Sell
3
-3
-50% -$138 ﹤0.01% 939
2016
Q2
$132 Buy
+6
New +$132 ﹤0.01% 2424
2015
Q4
$6.07K Buy
+420
New +$6.07K ﹤0.01% 1294