NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $433K | Hold |
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|
2020
Q3 | $360K | Hold |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $293K | Hold |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $302K | Hold |
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|
2018
Q2 | $297K | Hold |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $267K | Buy |
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|
2017
Q2 | $226K | Hold |
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|
2017
Q1 | $219K | Buy |
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