IBEX Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.11M | Buy |
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|
2021
Q1 | $3.78M | Sell |
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|
2020
Q4 | $6.28M | Sell |
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|
2020
Q3 | $5.37M | Sell |
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|
2020
Q2 | $4.8M | Sell |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $4.68M | Sell |
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|
2019
Q3 | $4.46M | Sell |
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|
2019
Q2 | $4.52M | Buy |
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|
2019
Q1 | $4.44M | Buy |
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|
2018
Q4 | $3.89M | Sell |
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|
2018
Q3 | $4.47M | Buy |
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|
2018
Q2 | $3.99M | Hold |
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|
2018
Q1 | $3.99M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.9M | Buy |
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|
2017
Q2 | $3.65M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.21M | Buy |
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