Impact Partnership Wealth’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
2024
Q2
Sell
-106
Closed -$7.74K 315
2024
Q1
$7.74K Hold
106
﹤0.01% 470
2023
Q4
$7.65K Sell
106
-22
-17% -$1.59K ﹤0.01% 527
2023
Q3
$8.68K Hold
128
﹤0.01% 617
2023
Q2
$8.95K Buy
+128
New +$8.95K ﹤0.01% 432