Beaumont Capital Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,109
Closed -$315K 50
2024
Q3
$315K Buy
+4,109
New +$315K 0.23% 41
2023
Q1
Sell
-47,974
Closed -$3.09M 38
2022
Q4
$3.09M Buy
47,974
+44,582
+1,314% +$2.87M 2.17% 16
2022
Q3
$215K Buy
+3,392
New +$215K 0.21% 34