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SPDR Barclays Capital Convertible SecETF shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $115k 1.5k 76.59
2024-06-30 $108k 1.5k 72.06
2024-03-31 $110k 1.5k 73.04
2023-12-31 $108k 1.5k 72.15
2023-09-30 $102k 1.5k 67.80
2023-06-30 $105k 1.5k 69.95
2023-03-31 $101k 1.5k 67.07
2022-12-31 $97k 1.5k 64.34
2022-09-30 $95k 1.5k 63.33
2022-06-30 $97k 1.5k 64.67
2022-03-31 $115k 1.5k 76.67
2021-12-31 $124k 1.5k 82.67