Boston Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $291K | Buy |
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