B. Riley Wealth 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 | $4.19M | Sell |
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|
2025
Q2 | $5.26M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $12.6M | Sell |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | $9.93M | Sell |
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|
2022
Q4 | $13.1M | Sell |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $3.03M | Sell |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $3.56M | Sell |
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|
2021
Q1 | $3.62M | Buy |
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|
2020
Q4 | $2.04M | Sell |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $962K | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.06M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $992K | Buy |
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|
2018
Q3 | $731K | Buy |
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|
2018
Q2 | $686K | Buy |
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|
2018
Q1 | $578K | Sell |
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|
2017
Q4 | $878K | Buy |
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|
2017
Q3 | $299K | Sell |
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|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $236K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $245K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $204 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $707K | Buy |
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|
2014
Q1 | $646K | Sell |
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|
2013
Q4 | $811K | Buy |
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|
2013
Q3 | $700K | Buy |
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|
2013
Q2 | $568K | Buy |
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