Beaumont Financial Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

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 $299,685. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,919
Holding current value
$299,685
% 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

# of Institutions
486
Shares Held
29.8M
Call Options Held
4.9K
Put Options Held
11K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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