Investment House LLC’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Investment House LLC’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$214K	Hold
2021 Q4	$231K	Hold
2021 Q3	$238K	Hold
2021 Q2	$241K	Hold
2021 Q1	$232K	Sell
2020 Q4	$264K	Hold
2020 Q3	$219K	Buy