Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $20.2M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $56K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $181K | Buy |
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|
2020
Q4 | $58K | Buy |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $6K | Buy |
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