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Concurrent Investment Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Concurrent Investment Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$217K Hold
2,629
– – ﹤0.01% 1222
2025
Q1 		$201K Buy
+2,629
New +$201K ﹤0.01% 1117
2024
Q2 		– Sell
-2,753
Closed -$201K – 953
2024
Q1 		$201K Buy
+2,753
New +$201K 0.01% 799