Resources Investment Advisors, Llc. Spdr Bloomberg Convertible Sec Transaction History

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 3,134 shares of CWB stock, worth $249,999. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,134
Previous 3,102 1.03%
Holding current value
$249,999
Previous $241,000 0.41%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$75.99 - $81.58 $2,431 - $2,610
32 Added 1.03%
3,134 $240,000
Q4 2024

Feb 13, 2025
SELL
$76.21 - $82.24 $12,269 - $13,240
-161 Reduced 4.93%
3,102 $241,000
Q3 2024

Nov 06, 2024
BUY
$71.19 - $76.59 $20,858 - $22,440
293 Added 9.87%
3,263 $249,000
Q2 2024

Aug 02, 2024
BUY
$69.6 - $72.8 $206,711 - $216,216
2,970 New
2,970 $214,000
Q2 2021

Aug 09, 2021
SELL
$79.92 - $87.25 $396,722 - $433,109
-4,964 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$81.26 - $92.2 $23,321 - $26,461
-287 Reduced 5.47%
4,964 $0
Q4 2020

Feb 08, 2021
BUY
$68.91 - $83.03 $16,607 - $20,010
241 Added 4.81%
5,251 $0
Q3 2020

Oct 09, 2020
BUY
$60.93 - $71.38 $305,259 - $357,613
5,010 New
5,010 $0
Q3 2019

Nov 08, 2019
SELL
$52.13 - $53.3 $0 - $0
0 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
N/A
0 New
0 $0
Q1 2019

May 10, 2019
BUY
N/A
0 New
0 $0
Q4 2018

Feb 12, 2019
BUY
N/A
0 New
0 $0
Q3 2018

Nov 07, 2018
SELL
N/A
-219 Closed
0 $0
Q1 2018

May 14, 2018
SELL
N/A
-4,348 Reduced 95.2%
219 $11,000
Q4 2017

Jan 31, 2018
BUY
N/A
4,567 New
4,567 $231,000
Q3 2017

Nov 13, 2017
SELL
N/A
-1,755 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
1,755
1,755 $87,000

Others Institutions Holding CWB

# of Institutions
526
Shares Held
35M
Call Options Held
3.1K
Put Options Held
868K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
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