Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
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2025
Q1 | $555K | Sell |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $686K | Buy |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $645K | Sell |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $4.07M | Sell |
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|
2022
Q4 | $4.17M | Sell |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $4.22M | Sell |
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|
2022
Q1 | $5.06M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.31M | Buy |
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|
2020
Q4 | $2.26M | Buy |
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