Legacy Financial Group (Iowa)’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 | $808K | Sell |
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|
2025
Q1 | $862K | Sell |
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|
2024
Q4 | $939K | Buy |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $7.19M | Sell |
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|
2022
Q4 | $7.77M | Buy |
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|
2022
Q3 | $7.37M | Sell |
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|
2022
Q2 | $7.62M | Buy |
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|
2022
Q1 | $8.36M | Buy |
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|
2021
Q4 | $4.21M | Sell |
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|
2021
Q3 | $8.91M | Buy |
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|
2021
Q2 | $7.91M | Buy |
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|
2021
Q1 | $3.63M | Sell |
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|
2020
Q4 | $4.32M | Buy |
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