Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $3.84M | Sell |
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|
2021
Q1 | $5.03M | Buy |
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|
2020
Q4 | $4.98M | Sell |
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|
2020
Q3 | $4.82M | Buy |
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|
2020
Q2 | $3.03M | Buy |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $736K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $517K | Buy |
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