SPDR Barclays Capital Convertible SecETF shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $233k | 3.2k | 73.09 |
| 2023-12-31 | $230k | 3.2k | 72.15 |
| 2023-09-30 | $216k | 3.2k | 67.75 |
| 2023-06-30 | $210k | 3.0k | 70.00 |
| 2023-03-31 | $201k | 3.0k | 67.00 |
| 2022-12-31 | $193k | 3.0k | 64.34 |
| 2022-09-30 | $190k | 3.0k | 63.33 |
| 2022-06-30 | $194k | 3.0k | 64.67 |
| 2022-03-31 | $77k | 1.0k | 77.00 |
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