Kathleen S. Wright Associates’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 | $353K | Hold |
|
|||||
|
2025
Q2 | $323K | Hold |
|
|||||
|
2025
Q1 | $299K | Sell |
|
|||||
|
2024
Q4 | $314K | Hold |
|
|||||
|
2024
Q3 | $309K | Hold |
|
|||||
|
2024
Q2 | $290K | Hold |
|
|||||
|
2024
Q1 | $294K | Buy |
|
|||||
|
2023
Q4 | $54.3K | Hold |
|
|||||
|
2023
Q3 | $51.1K | Hold |
|
|||||
|
2023
Q2 | $52.7K | Buy |
|
|||||
|
2023
Q1 | $40.5K | Hold |
|
|||||
|
2022
Q4 | $39K | Buy |
|