Golden State Wealth Management’s State Street 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
Q1
$3.58M Sell
2021
Q4
$4.19M Buy
2021
Q3
$4.21M Buy
2021
Q2
$4.07M Buy
2019
Q2
Sell
2019
Q1
$9K Buy