Greenup Street 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
2024
Q3
Sell
-9,348
Closed -$674K 87
2024
Q2
$674K Buy
9,348
+1,129
+14% +$81.4K 0.16% 57
2024
Q1
$3.27M Buy
+8,219
New +$3.27M 0.82% 29