HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $937K | Buy |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $770K | Hold |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $549K | Hold |
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|
2023
Q4 | $542K | Hold |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $504K | Hold |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $650K | Sell |
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|
2021
Q4 | $707K | Buy |
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