Loveless Wealth Management’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
2022
Q2
$616K Hold
2022
Q1
$734K Sell
2021
Q4
$800K Sell
2021
Q3
$827K Sell
2021
Q2
$907K Sell
2021
Q1
$916K Buy
2020
Q4
$898K Buy
2020
Q3
$741K Buy
2020
Q2
$574K Buy
2020
Q1
Sell
2019
Q4
$340K Buy