Insight Wealth Strategies’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 | $1.04M | Buy |
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|
2025
Q2 | $940K | Sell |
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|
2025
Q1 | $883K | Buy |
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|
2024
Q4 | $896K | Buy |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $913K | Sell |
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|
2023
Q1 | $26.4M | Buy |
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|
2022
Q4 | $22.5M | Sell |
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|
2022
Q3 | $25.5M | Hold |
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|
2022
Q2 | $25.5M | Buy |
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|
2022
Q1 | $26.4M | Buy |
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|
2021
Q4 | $27.4M | Buy |
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|
2021
Q3 | $28M | Buy |
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|
2021
Q2 | $28.4M | Sell |
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|
2021
Q1 | $29M | Sell |
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|
2020
Q4 | $31.7M | Sell |
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|
2020
Q3 | $28.4M | Buy |
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|
2020
Q2 | $15.3M | Buy |
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|
2020
Q1 | $10.9M | Sell |
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|
2019
Q4 | $19.4M | Buy |
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|
2019
Q3 | $15.1M | Buy |
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|
2019
Q2 | $14.2M | Buy |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $1.22M | Buy |
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