FSC Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2M | Sell |
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|
2025
Q2 | $10.2M | Buy |
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|
2025
Q1 | $9.43M | Sell |
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|
2024
Q4 | $9.77M | Buy |
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|
2024
Q3 | $2.72M | Sell |
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|
2024
Q2 | $8.01M | Sell |
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|
2024
Q1 | $8.24M | Sell |
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|
2023
Q4 | $8.37M | Sell |
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|
2023
Q3 | $8.08M | Buy |
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|
2023
Q2 | $5.86M | Buy |
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|
2023
Q1 | $22.7K | Buy |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $34K | Buy |
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