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Financial Network Wealth Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial Network Wealth Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-881
Closed -$68.6K – 778
2024
Q4 		$68.6K Sell
881
-429
-33% -$33.4K 0.13% 139
2024
Q3 		$100K Buy
+1,310
New +$100K 0.08% 197