Future Financial Wealth Management’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 | $82.7K | Hold |
1,000
| – | – | 0.06% | 183 |
|
|
2025
Q1 | $76.6K | Hold |
1,000
| – | – | 0.06% | 188 |
|
|
2024
Q4 | $77.9K | Hold |
1,000
| – | – | 0.06% | 191 |
|
|
2024
Q3 | $76.6K | Buy |
+1,000
| New | +$76.6K | 0.05% | 202 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$73K | – | 187 |
|
|
2024
Q1 | $73K | Buy |
+1,000
| New | +$73K | 0.06% | 210 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$77K | – | 203 |
|
|
2022
Q1 | $77K | Hold |
1,000
| – | – | 0.06% | 218 |
|
|
2021
Q4 | $83K | Buy |
+1,000
| New | +$83K | 0.07% | 211 |
|