Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $248K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $220K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $681K | Sell |
|
|||||
|
2020
Q1 | $541K | Sell |
|
|||||
|
2019
Q4 | $673K | Sell |
|
|||||
|
2019
Q3 | $905K | Buy |
|
|||||
|
2019
Q2 | $517K | Buy |
|
|||||
|
2019
Q1 | $498K | Buy |
|
|||||
|
2018
Q4 | $433K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $560K | Buy |
|
|||||
|
2017
Q3 | $544K | Buy |
|
|||||
|
2017
Q2 | $466K | Buy |
|