WFG Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$257K Buy
2017
Q1
$209K Sell
2016
Q4
$1.41M Buy
2016
Q3
$241K Buy
2016
Q2
$5K Buy
2015
Q4
Sell
2015
Q3
$1K Buy
2014
Q2
Sell
2014
Q1
$5K Buy