Howard 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 | $2.17M | Buy |
|
|||||
|
2025
Q2 | $1.97M | Buy |
|
|||||
|
2025
Q1 | $1.81M | Sell |
|
|||||
|
2024
Q4 | $1.86M | Buy |
|
|||||
|
2024
Q3 | $1.8M | Sell |
|
|||||
|
2024
Q2 | $1.71M | Buy |
|
|||||
|
2024
Q1 | $1.62M | Sell |
|
|||||
|
2023
Q4 | $1.68M | Sell |
|
|||||
|
2023
Q3 | $1.62M | Sell |
|
|||||
|
2023
Q2 | $1.71M | Sell |
|
|||||
|
2023
Q1 | $1.7M | Sell |
|
|||||
|
2022
Q4 | $1.64M | Sell |
|
|||||
|
2022
Q3 | $1.76M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $2.2M | Buy |
|
|||||
|
2021
Q4 | $2.33M | Buy |
|
|||||
|
2021
Q3 | $2.35M | Sell |
|
|||||
|
2021
Q2 | $2.43M | Buy |
|
|||||
|
2021
Q1 | $2.32M | Sell |
|
|||||
|
2020
Q4 | $2.31M | Buy |
|
|||||
|
2020
Q3 | $1.81M | Buy |
|
|||||
|
2020
Q2 | $1.49M | Buy |
|
|||||
|
2020
Q1 | $1.13M | Buy |
|
|||||
|
2019
Q4 | $1.04M | Buy |
|