Dakota Wealth Management’s 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
Q2 | $436K | Sell |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $19.3M | Sell |
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|
2024
Q1 | $21.1M | Sell |
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|
2023
Q4 | $22.2M | Sell |
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|
2023
Q3 | $21.4M | Sell |
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|
2023
Q2 | $22.3M | Buy |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $718K | Buy |
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