Laraway Financial Advisors’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 | $696K | Sell |
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|
2025
Q2 | $653K | Sell |
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|
2025
Q1 | $613K | Hold |
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|
2024
Q4 | $623K | Hold |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $576K | Hold |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $595K | Hold |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $605K | Hold |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $872K | Buy |
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