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
Download as csv Download as ExcelQuarterly 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 |
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