Apexium 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 | $1.1M | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $969K | Sell |
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|
2024
Q4 | $989K | Buy |
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|
2024
Q3 | $947K | Buy |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $878K | Buy |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $881K | Sell |
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|
2023
Q2 | $936K | Sell |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $875K | Sell |
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|
2022
Q3 | $1.04M | Buy |
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