MorganRosel 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	$165K	Hold	2,000	–	–	0.05%	114
2025 Q1	$153K	Buy	+2,000	New	+$153K	0.05%	110