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BridgePort Financial Solutions’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

BridgePort Financial Solutions’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$932K Sell
11,281
-1,067
-9% -$88.2K 0.31% 66
2025
Q1 		$946K Buy
12,348
+87
+0.7% +$6.67K 0.43% 52
2024
Q4 		$965K Buy
+12,261
New +$965K 0.44% 50