Lido 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 | $342K | Hold |
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|
2025
Q2 | $313K | Hold |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $851K | Hold |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $818K | Buy |
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|
2023
Q4 | $808K | Buy |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $917K | Buy |
|