Highline Wealth Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Highline Wealth Partners’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$25.4K	Sell
2024 Q4	$585K	Sell
2024 Q3	$862K	Sell
2024 Q2	$993K	Sell
2024 Q1	$1.33M	Sell
2023 Q4	$1.67M	Buy