Minot Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $2.23M | Sell |
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|
2021
Q3 | $2.46M | Hold |
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|
2021
Q2 | $2.47M | Hold |
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|
2021
Q1 | $2.4M | Hold |
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|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $2.56M | Sell |
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|
2020
Q2 | $2.35M | Buy |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $9.28M | Buy |
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