New Potomac Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38.3K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $310K | Hold |
|
|||||
|
2020
Q3 | $258K | Hold |
|
|||||
|
2020
Q2 | $227K | Hold |
|
|||||
|
2020
Q1 | $179K | Hold |
|
|||||
|
2019
Q4 | $208K | Hold |
|
|||||
|
2019
Q3 | $197K | Hold |
|
|||||
|
2019
Q2 | $198K | Sell |
|
|||||
|
2019
Q1 | $418K | Sell |
|
|||||
|
2018
Q4 | $421K | Hold |
|
|||||
|
2018
Q3 | $485K | Sell |
|
|||||
|
2018
Q2 | $501K | Sell |
|
|||||
|
2018
Q1 | $524K | Sell |
|
|||||
|
2017
Q4 | $703K | Buy |
|