Baron Financial Group’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 | $6.66M | Sell |
|
|||||
|
2025
Q2 | $6.09M | Sell |
|
|||||
|
2025
Q1 | $5.73M | Sell |
|
|||||
|
2024
Q4 | $5.91M | Sell |
|
|||||
|
2024
Q3 | $5.89M | Sell |
|
|||||
|
2024
Q2 | $5.69M | Sell |
|
|||||
|
2024
Q1 | $5.94M | Buy |
|
|||||
|
2023
Q4 | $5.85M | Sell |
|
|||||
|
2023
Q3 | $5.53M | Buy |
|
|||||
|
2023
Q2 | $5.7M | Sell |
|
|||||
|
2023
Q1 | $5.5M | Buy |
|
|||||
|
2022
Q4 | $5.25M | Buy |
|
|||||
|
2022
Q3 | $5.15M | Sell |
|
|||||
|
2022
Q2 | $5.31M | Buy |
|
|||||
|
2022
Q1 | $6.3M | Buy |
|
|||||
|
2021
Q4 | $6.67M | Buy |
|
|||||
|
2021
Q3 | $6.72M | Sell |
|
|||||
|
2021
Q2 | $6.88M | Sell |
|
|||||
|
2021
Q1 | $6.69M | Sell |
|
|||||
|
2020
Q4 | $7.11M | Sell |
|
|||||
|
2020
Q3 | $6.52M | Buy |
|