IP
Ignite Planners’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
18,348
+328
| +2% | +$27.9K | 0.27% | 94 |
|
|
2025
Q1 | $1.4M | Sell |
18,020
-20,072
| -53% | -$1.56M | 0.27% | 94 |
|
|
2024
Q4 | $3.01M | Buy |
38,092
+278
| +0.7% | +$22K | 0.66% | 36 |
|
|
2024
Q3 | $2.9M | Buy |
37,814
+7,819
| +26% | +$599K | 0.66% | 35 |
|
|
2024
Q2 | $2.17M | Buy |
29,995
+3,910
| +15% | +$282K | 0.53% | 44 |
|
|
2024
Q1 | $1.9M | Buy |
26,085
+7,664
| +42% | +$558K | 0.53% | 52 |
|
|
2023
Q4 | $1.32M | Buy |
+18,421
| New | +$1.32M | 0.39% | 67 |
|