David J. Yvars Group’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 | $4.49M | Sell |
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|
2025
Q1 | $4.32M | Sell |
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|
2024
Q4 | $4.42M | Sell |
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|
2024
Q3 | $4.77M | Buy |
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|
2024
Q2 | $4.47M | Sell |
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|
2024
Q1 | $4.59M | Sell |
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|
2023
Q4 | $4.6M | Sell |
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|
2023
Q3 | $4.51M | Buy |
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|
2023
Q2 | $4.51M | Sell |
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|
2023
Q1 | $4.38M | Sell |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $4.26M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $5.99M | Sell |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $6.87M | Buy |
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|
2021
Q2 | $6.74M | Buy |
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|
2021
Q1 | $6.12M | Buy |
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|
2020
Q4 | $6.01M | Buy |
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