AE Wealth Management’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 | $1.09M | Sell |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $8.45M | Sell |
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|
2023
Q3 | $11.5M | Sell |
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|
2023
Q2 | $18.1M | Buy |
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|
2023
Q1 | $8.83M | Buy |
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|
2022
Q4 | $3.45M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $69.3M | Buy |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $77.7M | Buy |
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|
2021
Q2 | $11M | Sell |
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|
2021
Q1 | $55.5M | Sell |
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|
2020
Q4 | $66.5M | Buy |
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|
2020
Q3 | $6.36M | Sell |
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|
2020
Q2 | $34.1M | Buy |
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|
2020
Q1 | $4M | Sell |
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|
2019
Q4 | $17.8M | Buy |
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|
2019
Q3 | $4.54M | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q3 | $418K | Buy |
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