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Duncan Williams Asset Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Duncan Williams Asset Management’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$406K Hold
4,909
– – 0.13% 97
2025
Q1 		$376K Sell
4,909
-251
-5% -$19.2K 0.14% 99
2024
Q4 		$402K Hold
5,160
– – 0.16% 95
2024
Q3 		$395K Buy
+5,160
New +$395K 0.22% 79