MinichMacGregor 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
2023
Q1
Sell
-259
Closed -$16.7K 215
2022
Q4
$16.7K Buy
+259
New +$16.7K 0.01% 347
2018
Q4
Sell
-40
Closed -$2K 184
2018
Q3
$2K Buy
+40
New +$2K ﹤0.01% 444