Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
|
|||||
|
2025
Q1 | $367K | Buy |
|
|||||
|
2024
Q4 | $319K | Buy |
|
|||||
|
2024
Q3 | $272K | Sell |
|
|||||
|
2024
Q2 | $362K | Sell |
|
|||||
|
2024
Q1 | $429K | Buy |
|
|||||
|
2023
Q4 | $339K | Buy |
|
|||||
|
2023
Q3 | $289K | Sell |
|
|||||
|
2023
Q2 | $304K | Buy |
|
|||||
|
2023
Q1 | $268K | Sell |
|
|||||
|
2022
Q4 | $300K | Sell |
|
|||||
|
2022
Q3 | $414K | Sell |
|
|||||
|
2022
Q2 | $468K | Sell |
|
|||||
|
2022
Q1 | $614K | Buy |
|
|||||
|
2021
Q4 | $493K | Buy |
|
|||||
|
2021
Q3 | $204K | Hold |
|
|||||
|
2021
Q2 | $207K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $512K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1.2M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $1.24M | Sell |
|
|||||
|
2014
Q2 | $1.27M | Buy |
|