Kades & Cheifetz’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
Q4
$1.14M Sell
14,657
-44
-0.3% -$3.43K 0.58% 42
2024
Q3
$1.13M Buy
14,701
+150
+1% +$11.5K 0.64% 37
2024
Q2
$1.05M Buy
14,551
+408
+3% +$29.4K 0.66% 36
2024
Q1
$1.03M Buy
14,143
+1,675
+13% +$122K 0.66% 36
2023
Q4
$900K Buy
+12,468
New +$900K 0.64% 38