A detailed history of Laurel Wealth Advisors, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 6,405 shares of CWB stock, worth $505,354. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,405
Previous 7,815 18.04%
Holding current value
$505,354
Previous $495,000 16.77%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 14, 2023

SELL
$62.9 - $67.01 $88,689 - $94,484
-1,410 Reduced 18.04%
6,405 $412,000
Q3 2022

Nov 14, 2022

BUY
$63.3 - $71.11 $117,105 - $131,553
1,850 Added 31.01%
7,815 $495,000
Q2 2022

Aug 12, 2022

BUY
$63.06 - $78.0 $69,870 - $86,424
1,108 Added 22.81%
5,965 $385,000
Q1 2022

May 13, 2022

BUY
$71.53 - $82.66 $158,653 - $183,339
2,218 Added 84.05%
4,857 $374,000
Q4 2021

Feb 14, 2022

BUY
$80.7 - $89.51 $212,967 - $236,216
2,639 New
2,639 $219,000
Q3 2021

Nov 12, 2021

SELL
$83.71 - $88.67 $218,315 - $231,251
-2,608 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$79.92 - $87.25 $208,431 - $227,548
2,608 New
2,608 $226,000
Q1 2021

May 14, 2021

SELL
$81.26 - $92.2 $206,156 - $233,911
-2,537 Closed
0 $0
Q4 2020

Mar 03, 2021

BUY
$68.91 - $83.03 $174,824 - $210,647
2,537 New
2,537 $210,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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