Harfst & Associates’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 | – | Sell |
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|
2023
Q3 | $4.43M | Sell |
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|
2023
Q2 | $7.68M | Sell |
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|
2023
Q1 | $7.89M | Sell |
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|
2022
Q4 | $7.86M | Sell |
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|
2022
Q3 | $8.51M | Sell |
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|
2022
Q2 | $9.01M | Sell |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $8.28M | Buy |
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|
2021
Q1 | $491K | Buy |
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