Hall Private Wealth Advisors CWB Holdings History
Hall Private Wealth Advisors's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2023-09-30, Hall Private Wealth Advisors held 258,653.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $17.54 Mil. This investment constitutes 11.79% of their stock portfolio, and Hall Private Wealth Advisors now holds 0.49% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2020Q4. And since then Hall Private Wealth Advisors has made 5 purchases of CWB, at an average price of $72.65, for a total of 362,335.00 shares. In addition, there have been 5 sales at an average price of $70.73 for 103,682.00 shares. Based on historical transaction data and CWB's current price of $83.10, Hall Private Wealth Advisors's estimated gain on his CWB holdings is $2.50 Mil, reflecting a 9.51% gain to date.
Hall Private Wealth Advisors CWB ($83.10) Holding Chart
Hall Private Wealth Advisors CWB ($83.10) 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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