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

Geller 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
2024 Q4	$407K	Buy
2024 Q3	$398K	Sell
2024 Q2	$378K	Buy
2024 Q1	$339K	Buy
2023 Q4	$331K	Buy
2023 Q3	$309K	Buy