Goodman Advisory Group, LLC CWB Holdings History
Goodman Advisory Group, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, Goodman Advisory Group, LLC held - shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Goodman Advisory Group, LLC now holds 0% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2022Q4. And since then Goodman Advisory Group, LLC has made 4 purchases of CWB, at an average price of $70.00, for a total of 313,519.00 shares. In addition, there have been 6 sales at an average price of $75.42 for 313,519.00 shares. Based on historical transaction data and CWB's current price of $85.19, Goodman Advisory Group, LLC's estimated gain on his CWB holdings is $1.70 Mil, reflecting a 7.75% gain to date.
Goodman Advisory Group, LLC CWB ($85.19) Holding Chart
Goodman Advisory Group, LLC 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 % | |||
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