Disciplined Investments’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 | $1.98M | Sell |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $3.13M | Sell |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $4.43M | Sell |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $4.47M | Sell |
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|
2022
Q1 | $5.38M | Buy |
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|
2021
Q4 | $5.65M | Buy |
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|
2021
Q3 | $5.48M | Buy |
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|
2021
Q2 | $5.33M | Buy |
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|
2021
Q1 | $4.32M | Sell |
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|
2020
Q4 | $4.48M | Buy |
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|
2020
Q3 | $3.72M | Sell |
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|
2020
Q2 | $3.53M | Buy |
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|
2020
Q1 | $2.78M | Buy |
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|
2019
Q4 | $3.11M | Buy |
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