Meridian Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Meridian Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Buy
2022 Q3	–	Sell
2022 Q2	$398K	Buy
2022 Q1	–	Sell
2021 Q4	$244K	Hold
2021 Q3	$251K	Buy
2021 Q2	$228K	Buy
2021 Q1	$209K	Sell
2020 Q4	$211K	Buy
2020 Q3	–	Sell
2020 Q2	$200K	Buy