Founders Financial Alliance’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61K | Sell |
92
-4
| -4% | -$331 | ﹤0.01% | 475 |
|
|
2025
Q1 | $7.36K | Hold |
96
| – | – | ﹤0.01% | 542 |
|
|
2024
Q4 | $7.46K | Buy |
96
+1
| +1% | +$78 | ﹤0.01% | 498 |
|
|
2024
Q3 | $7.28K | Hold |
95
| – | – | ﹤0.01% | 509 |
|
|
2024
Q2 | $6.85K | Hold |
95
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $6.94K | Hold |
95
| – | – | ﹤0.01% | 499 |
|
|
2023
Q4 | $6.85K | Hold |
95
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $6.44K | Hold |
95
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $6.65K | Hold |
95
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $6.31K | Hold |
95
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $6.11K | Hold |
95
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $6K | Hold |
95
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $7K | Hold |
95
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $8K | Hold |
95
| – | – | ﹤0.01% | 441 |
|
|
2021
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $8K | Hold |
95
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $8K | Hold |
95
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 871 |
|