EFG
Embree Financial Group’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
4,209
| – | – | 0.05% | 158 |
|
|
2025
Q1 | $322K | Hold |
4,209
| – | – | 0.05% | 155 |
|
|
2024
Q4 | $328K | Hold |
4,209
| – | – | 0.06% | 150 |
|
|
2024
Q3 | $322K | Hold |
4,209
| – | – | 0.06% | 149 |
|
|
2024
Q2 | $303K | Hold |
4,209
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $307K | Buy |
+4,209
| New | +$307K | 0.06% | 149 |
|