Gupta Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $58K | Sell |
1,350
-200
| -13% | -$8.59K | 0.01% | 414 |
|
|
2015
Q4 | $67K | Hold |
1,550
| – | – | 0.02% | 386 |
|
|
2015
Q3 | $69K | Buy |
1,550
+73
| +5% | +$3.25K | 0.02% | 400 |
|
|
2015
Q2 | $70K | Hold |
1,477
| – | – | 0.02% | 400 |
|
|
2015
Q1 | $71K | Buy |
+1,477
| New | +$71K | 0.02% | 346 |
|