Kathleen S. Wright Associates Inc. Spdr Bloomberg Convertible Sec Transaction History

Kathleen S. Wright Associates Inc.

  • $215 Million
  • Q1 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,028 shares of CWB stock, worth $290,257. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,028
Previous 753 434.93%
Holding current value
$290,257
Previous $54,000 444.44%
% of portfolio
0.14%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$70.62 - $73.18 $231,280 - $239,664
3,275 Added 434.93%
4,028 $294,000
Q2 2023

Jul 20, 2023
BUY
$65.49 - $69.95 $9,758 - $10,422
149 Added 24.67%
753 $52,000
Q4 2022

Feb 01, 2023
BUY
$63.68 - $67.01 $38,462 - $40,474
604 New
604 $38,000

Others Institutions Holding CWB

# of Institutions
501
Shares Held
31.8M
Call Options Held
16.4K
Put Options Held
9.8K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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  • Ticker CWB
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