Horst & Graben Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
9,456
-2,424
| -20% | -$200K | 0.13% | 85 |
|
|
2025
Q1 | $910K | Buy |
11,880
+1,147
| +11% | +$87.9K | 0.16% | 70 |
|
|
2024
Q4 | $836K | Buy |
10,733
+2,389
| +29% | +$186K | 0.15% | 69 |
|
|
2024
Q3 | $639K | Buy |
8,344
+128
| +2% | +$9.8K | 0.11% | 78 |
|
|
2024
Q2 | $592K | Sell |
8,216
-56
| -0.7% | -$4.04K | 0.11% | 77 |
|
|
2024
Q1 | $604K | Buy |
+8,272
| New | +$604K | 0.12% | 78 |
|