Shares

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

Nov 10, 2022

SELL
$63.3 - $71.11 $15,825 - $17,777
-250 Reduced 50.0%
250 $16,000
Q2 2022

Aug 12, 2022

BUY
$63.06 - $78.0 $15,765 - $19,500
250 Added 100.0%
500 $32,000
Q2 2021

Aug 03, 2021

SELL
$79.92 - $87.25 $59,940 - $65,437
-750 Reduced 75.0%
250 $22,000
Q3 2020

Nov 12, 2020

SELL
$60.93 - $71.38 $52,948 - $62,029
-869 Reduced 46.5%
1,000 $69,000
Q2 2020

Jul 31, 2020

SELL
$45.25 - $60.5 $22,353 - $29,887
-494 Reduced 20.91%
1,869 $113,000
Q1 2020

Apr 29, 2020

SELL
$40.96 - $60.38 $58,368 - $86,041
-1,425 Reduced 37.62%
2,363 $113,000
Q4 2019

Feb 14, 2020

BUY
$51.66 - $55.76 $195,688 - $211,218
3,788 New
3,788 $210,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Core Wealth Advisors, Inc. Portfolio

Follow Core Wealth Advisors, Inc. 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 Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.