Lake Point Wealth Management Spdr Bloomberg Convertible Sec Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lake Point Wealth Management holds 53 shares of CWB stock, worth $3,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 53 -0.0%
Holding current value
$3,819
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 13, 2020
SELL
N/A
-86 Reduced 61.87%
53 $3,000
Q1 2019

Aug 07, 2019
SELL
N/A
-9,371 Reduced 98.54%
139 $7,000
Q1 2019

Jun 03, 2019
SELL
N/A
-51 Reduced 0.53%
9,510 $445,000
Q4 2018

Aug 07, 2019
BUY
N/A
51 Added 0.54%
9,561 $447,000
Q4 2018

Feb 21, 2019
BUY
N/A
9,510 New
9,510 $445,000

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

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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