Sequoia Financial Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,825 shares of CWB stock, worth $276,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,825
Previous 3,825 -0.0%
Holding current value
$276,203
Previous $275,000 1.45%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
SELL
$64.68 - $72.47 $79,491 - $89,065
-1,229 Reduced 24.32%
3,825 $275,000
Q3 2023

Nov 08, 2023
BUY
$67.56 - $71.9 $11,755 - $12,510
174 Added 3.57%
5,054 $342,000
Q4 2022

Jan 17, 2023
BUY
$63.68 - $67.01 $3,184 - $3,350
50 Added 1.04%
4,880 $0
Q2 2022

Jul 22, 2022
BUY
N/A
480 Added 11.03%
4,830 $312,000
Q1 2022

May 13, 2022
BUY
N/A
200 Added 4.82%
4,350 $334,000
Q3 2021

Oct 26, 2021
SELL
N/A
-55 Reduced 1.31%
4,150 $354,000
Q2 2021

Jul 27, 2021
BUY
N/A
55 Added 1.33%
4,205 $365,000
Q2 2020

Aug 25, 2020
BUY
N/A
4,150 New
4,150 $251,000
Q2 2020

Aug 11, 2020
BUY
N/A
0 New
0 $251,000
Q1 2020

May 11, 2020
SELL
N/A
-4,150 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
4,150 New
4,150 $217,000
Q4 2018

Feb 14, 2019
SELL
N/A
-4,150 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-37 Reduced 0.88%
4,150 $220,000
Q2 2017

Aug 09, 2017
BUY
N/A
4,187
4,187 $208,000

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
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More about CWB
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