FirstPurpose Wealth’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

FirstPurpose Wealth’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$495K	Buy
2023 Q2	$505K	Buy
2023 Q1	–	Sell
2022 Q4	$493K	Buy
2022 Q3	$472K	Buy