MGB 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 | $18.1K | Hold |
219
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $16.8K | Hold |
219
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $17.1K | Hold |
219
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $16.8K | Hold |
219
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $16.1K | Hold |
219
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $16K | Hold |
219
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $15.8K | Buy |
+219
| New | +$15.8K | 0.01% | 238 |
|