LongView Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
5,712
+21
| +0.4% | +$1.74K | 0.14% | 122 |
|
|
2025
Q1 | $436K | Buy |
5,691
+13
| +0.2% | +$996 | 0.13% | 130 |
|
|
2024
Q4 | $442K | Buy |
5,678
+32
| +0.6% | +$2.49K | 0.13% | 126 |
|
|
2024
Q3 | $432K | Sell |
5,646
-482
| -8% | -$36.9K | 0.14% | 122 |
|
|
2024
Q2 | $442K | Buy |
6,128
+21
| +0.3% | +$1.51K | 0.16% | 109 |
|
|
2024
Q1 | $446K | Buy |
6,107
+13
| +0.2% | +$950 | 0.18% | 112 |
|
|
2023
Q4 | $433K | Buy |
+6,094
| New | +$433K | 0.19% | 104 |
|