David J Yvars Group CWB Holdings History
David J Yvars Group's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, David J Yvars Group held 56,360.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $4.32 Mil. This investment constitutes 3.4% of their stock portfolio, and David J Yvars Group now holds 0.12% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2020Q4. And since then David J Yvars Group has made 7 purchases of CWB, at an average price of $75.70, for a total of 83,247.00 shares. In addition, there have been 9 sales at an average price of $72.01 for 26,887.00 shares. Based on historical transaction data and CWB's current price of $82.25, David J Yvars Group's estimated gain on his CWB holdings is $269,722.74, reflecting a 4.28% gain to date.
David J Yvars Group CWB ($82.25) Holding Chart
David J Yvars Group CWB ($82.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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