Avantax Advisory Services’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
Q2 | $319K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $847K | Buy |
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