M3 Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

M3 Advisory Group’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$984K	Buy
2025 Q2	$849K	Buy
2025 Q1	$774K	Buy
2024 Q4	$758K	Buy
2024 Q3	$731K	Sell
2024 Q2	$713K	Buy
2024 Q1	$713K	Buy
2023 Q4	$697K	Buy