Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.58M | Sell |
46,518
-3,982
| -8% | -$306K | 0.7% | 29 |
|
|
2021
Q4 | $4.19M | Buy |
50,500
+1,136
| +2% | +$94.3K | 0.72% | 26 |
|
|
2021
Q3 | $4.21M | Buy |
49,364
+2,440
| +5% | +$208K | 0.92% | 22 |
|
|
2021
Q2 | $4.07M | Buy |
+46,924
| New | +$4.07M | 0.9% | 22 |
|
|
2019
Q2 | – | Sell |
-171
| Closed | -$9K | – | 1064 |
|
|
2019
Q1 | $9K | Buy |
+171
| New | +$9K | ﹤0.01% | 795 |
|