Mascagni 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	$343K	Sell	4,151 -79	-2%	-$6.53K	0.29%	83
2025 Q1	$324K	Hold	4,230	–	–	0.32%	80
2024 Q4	$324K	Buy	+4,230	New	+$324K	0.32%	80