Advisornet Financial’s State Street 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
Q3 | $84.6K | Buy |
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|
2025
Q2 | $76.9K | Buy |
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|
2025
Q1 | $65.6K | Sell |
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|
2024
Q4 | $81.8K | Sell |
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|
2024
Q3 | $96.5K | Buy |
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|
2024
Q2 | $90.5K | Buy |
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|
2024
Q1 | $91.5K | Buy |
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|
2023
Q4 | $90.2K | Sell |
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|
2023
Q3 | $89.7K | Buy |
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|
2023
Q2 | $92.4K | Sell |
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|
2023
Q1 | $98.9K | Buy |
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|
2022
Q4 | $94.7K | Sell |
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|
2022
Q3 | $170K | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $146K | Sell |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $372K | Buy |
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|
2018
Q4 | $333K | Sell |
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|
2018
Q3 | $396K | Hold |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $402K | Buy |
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