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 $44,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

570

Previous 570 -0.0%

Holding current value

$44,374

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

503

Shares Held

30.4M

Call Options Held

1.3K

Put Options Held

200

View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
Sector ETFs
Industry ETFs

More about CWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

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