D.J. St. Germain’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 | $103K | Sell |
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|
2025
Q2 | $177K | Buy |
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|
2025
Q1 | $94.5K | Sell |
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|
2024
Q4 | $7.1M | Sell |
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|
2024
Q3 | $7.06M | Sell |
|
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $13.8M | Sell |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $13.4M | Sell |
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|
2023
Q2 | $15.2M | Buy |
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|
2022
Q4 | $13.6M | Buy |
|