Amj Financial Wealth Management Spdr Bloomberg Convertible Sec Transaction History

Amj Financial Wealth Management

$358 Million
Q4 2024

A detailed history of Amj Financial Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Amj Financial Wealth Management holds 51,338 shares of CWB stock, worth $4.1 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

51,338

Holding current value

$4.1 Million

% of portfolio

1.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$76.21 - $82.24 $3.91 Million - $4.22 Million	51,338 New	51,338 $4 Million
Q1 2022 May 11, 2022	SELL	$71.53 - $82.66 $2.42 Million - $2.8 Million	-33,866 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$80.7 - $89.51 $138,158 - $153,241	1,712 Added 5.32%	33,866 $2.81 Million
Q3 2021 Nov 12, 2021	BUY	$83.71 - $88.67 $153,105 - $162,177	1,829 Added 6.03%	32,154 $2.74 Million
Q2 2021 Aug 12, 2021	BUY	$79.92 - $87.25 $128,831 - $140,647	1,612 Added 5.61%	30,325 $2.63 Million
Q1 2021 May 07, 2021	SELL	$81.26 - $92.2 $1.96 Million - $2.23 Million	-24,146 Reduced 45.68%	28,713 $2.39 Million
Q4 2020 Feb 09, 2021	BUY	$68.91 - $83.03 $3.64 Million - $4.39 Million	52,859 New	52,859 $4.38 Million

Others Institutions Holding CWB

# of Institutions

552

Shares Held

39.2M

Call Options Held

700

Put Options Held

900

View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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Amj Financial Wealth Management Spdr Bloomberg Convertible Sec Transaction History