Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $352K | Sell |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $413K | Sell |
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|
2016
Q3 | $797K | Sell |
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|
2016
Q2 | $753K | Sell |
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|
2016
Q1 | $806K | Sell |
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|
2015
Q4 | $1.14M | Sell |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $453K | Buy |
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|
2014
Q4 | $1.5M | Buy |
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|
2014
Q3 | $1.2M | Sell |
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|
2014
Q2 | $1.22M | Sell |
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|
2014
Q1 | $1.59M | Buy |
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|
2013
Q4 | $1.03M | Buy |
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|
2013
Q3 | $968K | Sell |
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|
2013
Q2 | $930K | Buy |
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