Lake Point Wealth Management Spdr Bloomberg Convertible Sec Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lake Point Wealth Management holds 53 shares of CWB stock, worth $4,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 53 -0.0%
Holding current value
$4,126
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 13, 2020
SELL
$51.66 - $55.76 $4,442 - $4,795
-86 Reduced 61.87%
53 $3,000
Q1 2019

Aug 07, 2019
SELL
N/A
-9,371 Reduced 98.54%
139 $7,000
Q1 2019

Jun 03, 2019
SELL
N/A
-51 Reduced 0.53%
9,510 $445,000
Q4 2018

Aug 07, 2019
BUY
N/A
51 Added 0.54%
9,561 $447,000
Q4 2018

Feb 21, 2019
BUY
N/A
9,510 New
9,510 $445,000

Others Institutions Holding CWB

# of Institutions
503
Shares Held
30.4M
Call Options Held
1.3K
Put Options Held
200
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 Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email