Gen-Wealth Partners’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
$10.7K Hold
130
﹤0.01% 459
2025
Q1
$9.96K Hold
130
﹤0.01% 446
2024
Q4
$10.1K Hold
130
﹤0.01% 469
2024
Q3
$10.1K Hold
130
﹤0.01% 494
2024
Q2
$9.37K Hold
130
﹤0.01% 473
2024
Q1
$9.5K Buy
+130
New +$9.5K ﹤0.01% 458