James Alpha Total Hedge Portfolio CWB Holdings History
James Alpha Total Hedge Portfolio's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 3,565.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $310,080.00. This investment constitutes 2.79% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0.01% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2020Q3. And since then James Alpha Total Hedge Portfolio has made 2 purchases of CWB, at an average price of $69.95, for a total of 3,565.00 shares. Based on historical transaction data and CWB's current price of $83.10, James Alpha Total Hedge Portfolio's estimated gain on his CWB holdings is $46,891.46, reflecting a 18.80% gain to date.
James Alpha Total Hedge Portfolio CWB ($83.10) Holding Chart
James Alpha Total Hedge Portfolio 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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