Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $995K | Hold |
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|
2017
Q2 | $967K | Hold |
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|
2017
Q1 | $937K | Buy |
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|
2016
Q4 | $842K | Buy |
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|
2016
Q3 | $299K | Hold |
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|
2016
Q2 | $283K | Hold |
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|
2016
Q1 | $279K | Hold |
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|
2015
Q4 | $279K | Hold |
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|
2015
Q3 | $288K | Hold |
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|
2015
Q2 | $307K | Sell |
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|
2015
Q1 | $331K | Hold |
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|
2014
Q4 | $325K | Hold |
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|
2014
Q3 | $344K | Hold |
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|
2014
Q2 | $350K | Hold |
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|
2014
Q1 | $335K | Hold |
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|
2013
Q4 | $324K | Hold |
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|
2013
Q3 | $313K | Hold |
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|
2013
Q2 | $296K | Buy |
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