DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83 | Hold |
1
| – | – | ﹤0.01% | 944 |
|
|
2025
Q1 | $77 | Hold |
1
| – | – | ﹤0.01% | 899 |
|
|
2024
Q4 | $78 | Hold |
1
| – | – | ﹤0.01% | 869 |
|
|
2024
Q3 | $77 | Hold |
1
| – | – | ﹤0.01% | 848 |
|
|
2024
Q2 | $73 | Hold |
1
| – | – | ﹤0.01% | 806 |
|
|
2024
Q1 | $74 | Hold |
1
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $73 | Hold |
1
| – | – | ﹤0.01% | 779 |
|
|
2023
Q3 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 780 |
|