Carolinas Wealth Consulting LLC Spdr Bloomberg Convertible Sec Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 700 shares of CWB stock, worth $55,132. This represents 0.01% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$55,132
Previous $50,000 6.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 17, 2022
SELL
$71.53 - $82.66 $17,453 - $20,169
-244 Reduced 25.85%
700 $54,000
Q4 2021

Feb 14, 2022
BUY
$80.7 - $89.51 $19,690 - $21,840
244 Added 34.86%
944 $78,000
Q4 2020

Feb 16, 2021
BUY
$68.91 - $83.03 $48,237 - $58,121
700 New
700 $58,000

Others Institutions Holding CWB

# of Institutions
553
Shares Held
39.1M
Call Options Held
700
Put Options Held
900
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
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More about CWB
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