Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $1.24M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.28M | Sell |
|
|||||
|
2019
Q2 | $13.3K | Sell |
|
|||||
|
2019
Q1 | $1.34M | Buy |
|
|||||
|
2018
Q4 | $1.2M | Sell |
|
|||||
|
2018
Q3 | $1.45M | Buy |
|
|||||
|
2018
Q2 | $1.39M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $1.38M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1.52M | Buy |
|
|||||
|
2014
Q4 | $1.45M | Buy |
|
|||||
|
2014
Q3 | $1.53M | Sell |
|
|||||
|
2014
Q2 | $1.59M | Buy |
|