LEGACY CAPITAL WEALTH PARTNERS, LLC – SPDR Bloomberg Convertible Securities ETF Transaction History
LEGACY CAPITAL WEALTH PARTNERS, LLC portfolio value:
$4.11M
portfolio value
LEGACY CAPITAL WEALTH PARTNERS, LLC quarter portfolio value change:
-1.95%
quarter
SPDR Bloomberg Convertible Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.44% | -287 shares | -101K | $63.3 | 65.04K |
| Q2 2022 | share | Decrease | -0.57% | -375 shares | -838K | $64.56 | 65.33K |
| Q1 2022 | share | Increase | 0.00% | 65.70K shares | 5.05M | $76.95 | 65.70K |
| Q2 2021 | share | Decrease | -100.00% | -27.77K shares | -2.31M | $86.18 | 0 |
| Q1 2021 | share | Increase | +1.65% | 451 shares | 53K | $82.57 | 27.77K |
| Q4 2020 | share | Increase | 0.00% | 27.32K shares | 2.26M | $81.86 | 27.32K |