Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Bloomberg Convertible Sec Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 570 shares of CWB stock, worth $45,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares

570

Previous 570 -0.0%

Holding current value

$45,753

Previous $41,000 4.88%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$67.56 - $71.9 $38,509 - $40,983	570 New	570 $38,000
Q1 2022 May 13, 2022	SELL	$71.53 - $82.66 $8,369 - $9,671	-117 Reduced 26.71%	321 $24,000
Q4 2021 Feb 14, 2022	SELL	$80.7 - $89.51 $2,743 - $3,043	-34 Reduced 7.2%	438 $36,000
Q3 2021 Nov 02, 2021	SELL	$83.71 - $88.67 $13,142 - $13,921	-157 Reduced 24.96%	472 $40,000
Q2 2021 Jul 27, 2021	SELL	$79.92 - $87.25 $16,223 - $17,711	-203 Reduced 24.4%	629 $54,000
Q1 2021 May 11, 2021	BUY	$81.26 - $92.2 $67,608 - $76,710	832 New	832 $69,000

Others Institutions Holding CWB

# of Institutions

499

Shares Held

30.5M

Call Options Held

1.3K

Put Options Held

200

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About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Bloomberg Convertible Sec Transaction History