A detailed history of Herold Advisors, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Herold Advisors, Inc. holds 13,300 shares of CWB stock, worth $958,398. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,300
Previous 13,300 -0.0%
Holding current value
$958,398
Previous $959,000 1.25%
% of portfolio
0.24%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$63.68 - $67.01 $48,269 - $50,793
-758 Reduced 5.39%
13,300 $855,000
Q3 2022

Nov 08, 2022

SELL
N/A
-580 Reduced 3.96%
14,058 $889,000
Q1 2022

May 09, 2022

SELL
N/A
-500 Reduced 3.3%
14,638 $0
Q4 2021

Jan 20, 2022

SELL
N/A
-2,500 Reduced 14.17%
15,138 $1.26 Million
Q3 2021

Nov 03, 2021

BUY
N/A
17,638 New
17,638 $1.51 Million

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


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

Track Herold Advisors, Inc. Portfolio

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

News

Stay updated on Herold Advisors, Inc. with notifications on news.