Harvest Investment Services, LLC Spdr Bloomberg Convertible Sec Transaction History

Harvest Investment Services, LLC

  • $384 Million
  • Q4 2024

A detailed history of Harvest Investment Services, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Harvest Investment Services, LLC holds 2,798 shares of CWB stock, worth $223,476. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,798
Previous 2,765 1.19%
Holding current value
$223,476
Previous $211,000 2.84%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$76.21 - $82.24 $2,514 - $2,713
33 Added 1.19%
2,798 $217,000
Q3 2024

Nov 14, 2024
SELL
$71.19 - $76.59 $98,384 - $105,847
-1,382 Reduced 33.33%
2,765 $211,000
Q2 2024

Aug 13, 2024
BUY
$69.6 - $72.8 $288,631 - $301,901
4,147 New
4,147 $298,000

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

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Harvest Investment Services, LLC Portfolio

Follow Harvest Investment Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Investment Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Investment Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email