BRWM
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Blue Rock Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Blue Rock Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$463K Buy
6,039
+2,080
+53% +$159K 0.39% 49
2024
Q4 		$308K Buy
+3,959
New +$308K 0.32% 50