CFAM
CWB icon

Center For Asset Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Center For Asset Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-26,424
Closed -$1.67M – 114
2022
Q3 		$1.67M Buy
+26,424
New +$1.78M 1.66% 13
2021
Q4 		– Sell
-14,890
Closed -$1.27M – 125
2021
Q3 		$1.27M Buy
14,890
+2,509
+20% +$216K 1.07% 27
2021
Q2 		$1.07M Buy
12,381
+1,338
+12% +$113K 0.93% 31
2021
Q1 		$920K Buy
11,043
+955
+9% +$82.6K 0.88% 30
2020
Q4 		$835K Buy
+10,088
New +$761K 0.83% 35

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