Garrett Wealth Advisory Group’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $744K | Sell |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $927K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $908K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $861K | Buy |
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|
2019
Q2 | $754K | Buy |
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|
2019
Q1 | $612K | Buy |
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|
2018
Q4 | $223K | Buy |
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