B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $7.5M | Buy |
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|
2021
Q3 | $7.63M | Sell |
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|
2021
Q2 | $8.01M | Sell |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $6.69M | Sell |
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|
2020
Q3 | $5.8M | Buy |
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|
2020
Q2 | $4.54M | Sell |
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|
2020
Q1 | $4.16M | Buy |
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|
2019
Q4 | $965K | Buy |
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|
2019
Q3 | $745K | Buy |
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|
2019
Q2 | $424 | Sell |
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|
2019
Q1 | $444K | Buy |
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|
2018
Q4 | $299K | Sell |
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|
2018
Q3 | $783K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $80K | Buy |
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|
2015
Q1 | $70K | Sell |
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|
2014
Q4 | $99K | Buy |
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|
2014
Q3 | $83K | Sell |
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|
2014
Q2 | $88K | Buy |
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|
2014
Q1 | $56K | Buy |
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