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Comprehensive Money Management Services’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Comprehensive Money Management Services’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$641K Sell
7,758
-70
-0.9% -$5.79K 0.49% 71
2025
Q1 		$600K Sell
7,828
-273
-3% -$20.9K 0.48% 75
2024
Q4 		$631K Buy
+8,101
New +$631K 0.52% 69