Destiny Wealth Partners’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,551
| Closed | -$129K | – | 549 |
|
|
2021
Q4 | $129K | Buy |
1,551
+1,499
| +2,883% | +$125K | 0.02% | 212 |
|
|
2021
Q3 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 468 |
|
|
2021
Q2 | – | Sell |
-203
| Closed | -$17K | – | 249 |
|
|
2021
Q1 | $17K | Hold |
203
| – | – | ﹤0.01% | 373 |
|
|
2020
Q4 | $17K | Buy |
+203
| New | +$17K | ﹤0.01% | 375 |
|