Boyd Watterson Asset Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Buy |
+309
| New | +$25.5K | 0.01% | 233 |
|
|
2025
Q1 | – | Sell |
-346
| Closed | -$27K | – | 431 |
|
|
2024
Q4 | $27K | Buy |
+346
| New | +$27K | 0.01% | 239 |
|
|
2023
Q2 | – | Sell |
-194
| Closed | -$13K | – | 423 |
|
|
2023
Q1 | $13K | Buy |
+194
| New | +$13K | 0.01% | 295 |
|