Gryphon Financial 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
2024
Q4
Sell
-3,166
Closed -$242K 259
2024
Q3
$242K Buy
+3,166
New +$242K 0.03% 260
2024
Q1
Sell
-1,510
Closed -$109K 257
2023
Q4
$109K Buy
+1,510
New +$109K 0.02% 230