A detailed history of Personal Cfo Solutions, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,334 shares of CWB stock, worth $343,686. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,334
Holding current value
$343,686
% of portfolio
0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$71.19 - $76.59 $308,537 - $331,941
4,334 New
4,334 $331,000
Q3 2023

Nov 13, 2023

SELL
$67.56 - $71.9 $116,743 - $124,243
-1,728 Reduced 14.24%
10,408 $705,000
Q2 2023

Aug 10, 2023

BUY
$65.49 - $69.95 $794,786 - $848,913
12,136 New
12,136 $848,000
Q4 2022

Feb 14, 2023

BUY
$62.9 - $67.01 $52,773 - $56,221
839 Added 6.89%
13,009 $836,000
Q3 2022

Nov 01, 2022

BUY
$63.3 - $71.11 $770,361 - $865,408
12,170 New
12,170 $770,000
Q4 2021

Feb 11, 2022

SELL
$80.7 - $89.51 $523,743 - $580,919
-6,490 Closed
0 $0
Q3 2021

Nov 18, 2021

BUY
$83.71 - $88.67 $105,474 - $111,724
1,260 Added 24.09%
6,490 $554,000
Q2 2021

Jul 22, 2021

BUY
$79.92 - $87.25 $206,832 - $225,803
2,588 Added 97.96%
5,230 $454,000
Q1 2021

Apr 21, 2021

BUY
$81.26 - $92.2 $214,688 - $243,592
2,642 New
2,642 $220,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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