AMJ Financial Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,338
| Closed | -$4M | – | 85 |
|
|
2024
Q4 | $4M | Buy |
+51,338
| New | +$4M | 1.11% | 36 |
|
|
2022
Q1 | – | Sell |
-33,866
| Closed | -$2.81M | – | 88 |
|
|
2021
Q4 | $2.81M | Buy |
33,866
+1,712
| +5% | +$142K | 1.01% | 32 |
|
|
2021
Q3 | $2.74M | Buy |
32,154
+1,829
| +6% | +$156K | 1.12% | 32 |
|
|
2021
Q2 | $2.63M | Buy |
30,325
+1,612
| +6% | +$140K | 1.14% | 33 |
|
|
2021
Q1 | $2.39M | Sell |
28,713
-24,146
| -46% | -$2.01M | 1.16% | 34 |
|
|
2020
Q4 | $4.38M | Buy |
+52,859
| New | +$4.38M | 2.24% | 19 |
|