Global Financial Private Client’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $16.1K | Hold |
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|
2024
Q4 | $16.4K | Hold |
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2024
Q3 | $16.1K | Hold |
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|
2024
Q2 | $15.1K | Hold |
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|
2024
Q1 | $15.3K | Hold |
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|
2023
Q4 | $15.2K | Hold |
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|
2023
Q3 | $14.2K | Hold |
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|
2023
Q2 | $14.8K | Hold |
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|
2023
Q1 | $14K | Hold |
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|
2022
Q4 | $13.5K | Hold |
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|
2022
Q3 | $13.5K | Hold |
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|
2022
Q2 | $13.6K | Hold |
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|
2022
Q1 | $16.2K | Sell |
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|
2021
Q4 | $36.2K | Sell |
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|
2021
Q3 | $43.1K | Buy |
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|
2021
Q2 | $43.6K | Hold |
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|
2021
Q1 | $42.3K | Buy |
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|
2020
Q4 | $38.2K | Buy |
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|
2020
Q3 | $29K | Buy |
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|
2020
Q2 | $12.8K | Hold |
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|
2020
Q1 | $9.54K | Hold |
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|
2019
Q4 | $11.7K | Buy |
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