EPG Wealth Management’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 | $114K | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $87K | Buy |
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