Creative Financial Designs’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 | $14.6K | Hold |
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|
2025
Q2 | $13.3K | Sell |
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|
2025
Q1 | $14.5K | Buy |
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|
2024
Q4 | $13.9K | Hold |
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|
2024
Q3 | $13.6K | Hold |
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|
2024
Q2 | $12.8K | Sell |
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|
2024
Q1 | $17.2K | Hold |
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|
2023
Q4 | $17K | Sell |
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|
2023
Q3 | $38.1K | Buy |
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|
2023
Q2 | $37.8K | Hold |
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|
2023
Q1 | $36.3K | Buy |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $60K | Buy |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $53K | Buy |
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|
2018
Q1 | $35K | Buy |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Buy |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Buy |
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