Foothills Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $314K | Hold |
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|
2019
Q4 | $364K | Hold |
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|
2019
Q3 | $344K | Hold |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $324K | Hold |
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|
2018
Q3 | $374K | Sell |
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|
2018
Q2 | $505K | Hold |
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|
2018
Q1 | $492K | Sell |
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|
2017
Q4 | $483K | Sell |
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|
2017
Q3 | $513K | Sell |
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|
2017
Q2 | $521K | Hold |
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|
2017
Q1 | $505K | Hold |
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|
2016
Q4 | $479K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3.25M | Buy |
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|
2013
Q4 | $3.08M | Buy |
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