Fiduciary Financial Services of The Southwest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.58M | Sell |
|
|||||
|
2019
Q3 | $3.54M | Sell |
|
|||||
|
2019
Q2 | $3.6M | Sell |
|
|||||
|
2019
Q1 | $3.59M | Buy |
|
|||||
|
2018
Q4 | $3.13M | Sell |
|
|||||
|
2018
Q3 | $3.66M | Buy |
|
|||||
|
2018
Q2 | $3.59M | Sell |
|
|||||
|
2018
Q1 | $3.59M | Sell |
|
|||||
|
2017
Q4 | $3.54M | Buy |
|
|||||
|
2017
Q3 | $3.54M | Sell |
|
|||||
|
2017
Q2 | $3.45M | Buy |
|
|||||
|
2017
Q1 | $3.02M | Buy |
|
|||||
|
2016
Q4 | $2.69M | Buy |
|
|||||
|
2016
Q3 | $2.64M | Buy |
|
|||||
|
2016
Q2 | $2.27M | Buy |
|
|||||
|
2016
Q1 | $1.96M | Sell |
|
|||||
|
2015
Q4 | $1.97M | Buy |
|
|||||
|
2015
Q3 | $2.03M | Sell |
|
|||||
|
2015
Q2 | $2.17M | Sell |
|
|||||
|
2015
Q1 | $2.26M | Sell |
|
|||||
|
2014
Q4 | $2.23M | Buy |
|
|||||
|
2014
Q3 | $2.31M | Sell |
|
|||||
|
2014
Q2 | $3.22M | Sell |
|
|||||
|
2014
Q1 | $3.09M | Sell |
|
|||||
|
2013
Q4 | $2.99M | Sell |
|
|||||
|
2013
Q3 | $2.91M | Sell |
|
|||||
|
2013
Q2 | $2.77M | Buy |
|