CIBC Private Wealth Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Sell |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $203K | Buy |
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