GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.15M | Hold |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.14M | Hold |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $995K | Hold |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.37M | Buy |
|
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $940K | Buy |
|