Paulson Wealth Management Inc. CWB Holdings History
Paulson Wealth Management Inc.'s SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, Paulson Wealth Management Inc. held 141,916.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $10.87 Mil. This investment constitutes 3.06% of their stock portfolio, and Paulson Wealth Management Inc. now holds 0.3% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2018Q2. And since then Paulson Wealth Management Inc. has made 22 purchases of CWB, at an average price of $71.82, for a total of 190,628.00 shares. In addition, there have been 4 sales at an average price of $65.69 for 48,712.00 shares. Based on historical transaction data and CWB's current price of $82.35, Paulson Wealth Management Inc.'s estimated gain on his CWB holdings is $1.20 Mil, reflecting a 8.73% gain to date.
Paulson Wealth Management Inc. CWB ($82.35) Holding Chart
Paulson Wealth Management Inc. CWB ($82.35) 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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