Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $729K | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $16.3M | Buy |
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