EP Wealth Advisors’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 | $1.62M | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $17.6M | Buy |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $501K | Buy |
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