David J Yvars Group CWB Holdings History
David J Yvars Group's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-06-30, David J Yvars Group held 54,322.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $4.49 Mil. This investment constitutes 2.63% 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 10 sales at an average price of $72.47 for 28,925.00 shares. Based on historical transaction data and CWB's current price of $85.19, David J Yvars Group's estimated gain on his CWB holdings is $421,786.92, reflecting a 6.69% gain to date.
David J Yvars Group CWB ($85.19) Holding Chart
David J Yvars Group CWB ($85.19) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
