A detailed history of Beaumont Financial Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 3,919 shares of CWB stock, worth $310,776. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,919
Holding current value
$310,776
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$63.3 - $71.11 $248,072 - $278,680
3,919 New
3,919 $248,000
Q4 2020

Feb 08, 2021

SELL
$68.91 - $83.03 $350,820 - $422,705
-5,091 Closed
0 $0
Q3 2020

Nov 02, 2020

BUY
$60.93 - $71.38 $310,194 - $363,395
5,091 New
5,091 $351,000
Q4 2017

Feb 05, 2018

SELL
N/A
-24,554 Closed
0 $0
Q3 2017

Oct 31, 2017

SELL
N/A
-28,858 Reduced 54.03%
24,554 $1.25 Million
Q2 2017

Aug 11, 2017

BUY
N/A
53,412
53,412 $2.65 Million

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


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