Acorn Wealth Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $497K | Sell |
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|
2022
Q4 | $487K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $627K | Buy |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $298K | Sell |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $301K | Sell |
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|
2018
Q2 | $314K | Hold |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q4 | $293K | Buy |
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