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Bright Futures Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bright Futures Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,822
Closed -$218K – 148
2024
Q3 		$218K Sell
2,822
-274
-9% -$21.2K 0.11% 202
2024
Q2 		$222K Sell
3,096
-30,458
-91% -$2.19M 0.12% 187
2024
Q1 		$2.42M Buy
+33,554
New +$2.42M 1.31% 19