EverSource Wealth Advisors’s State Street 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
Q3 | $775K | Sell |
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2025
Q2 | $740K | Sell |
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|
2025
Q1 | $717K | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $26.7K | Buy |
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|
2023
Q4 | $7.02K | Buy |
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|
2023
Q3 | $6.54K | Sell |
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|
2023
Q2 | $8.74K | Buy |
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|
2023
Q1 | $1.95K | Sell |
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|
2022
Q4 | $47.8K | Sell |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $67K | Buy |
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