Fortis Capital Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Fortis Capital Advisors’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$213K	Buy
2023 Q2	–	Sell
2023 Q1	$7.78K	Sell
2022 Q4	$20.3K	Buy