Aptus Capital Advisors’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 | $46.9K | Hold |
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|
2025
Q2 | $42.9K | Sell |
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|
2025
Q1 | $61.2K | Buy |
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|
2024
Q4 | $60.6K | Hold |
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|
2024
Q3 | $59.6K | Buy |
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|
2024
Q2 | $54.9K | Sell |
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|
2024
Q1 | $58.5K | Buy |
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|
2023
Q4 | $21.7K | Sell |
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|
2023
Q3 | $21.5K | Hold |
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|
2023
Q2 | $22.2K | Hold |
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|
2023
Q1 | $21.3K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $148K | Buy |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $31K | Buy |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $153K | Buy |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $130K | Buy |
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