SPDR Barclays Capital Convertible SecETF shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $314k | 4.7k | 66.62 |
| 2023-09-30 | $645k | 9.5k | 67.80 |
| 2023-06-30 | $1.9M | 27k | 69.95 |
| 2023-03-31 | $4.1M | 61k | 67.07 |
| 2022-12-31 | $4.2M | 65k | 64.34 |
| 2022-09-30 | $4.1M | 65k | 63.29 |
| 2022-06-30 | $4.2M | 65k | 64.56 |
| 2022-03-31 | $5.1M | 66k | 76.95 |
| 2021-03-31 | $2.3M | 28k | 83.36 |
| 2020-12-31 | $2.3M | 27k | 82.80 |
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