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Capstone Wealth Management Group (Oregon)’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Capstone Wealth Management Group (Oregon)’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
Q2 		$846K Sell
10,232
-1,107
-10% -$91.5K 0.62% 43
2025
Q1 		$869K Sell
11,339
-275
-2% -$21.1K 0.69% 38
2024
Q4 		$905K Buy
+11,614
New +$905K 0.69% 41