Oliver Lagore Vanvalin Investment Group’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 | $230 | Buy |
+3
| New | +$230 | ﹤0.01% | 626 |
|
|
2024
Q4 | $234 | Hold |
3
| – | – | ﹤0.01% | 644 |
|
|
2024
Q3 | $230 | Hold |
3
| – | – | ﹤0.01% | 642 |
|
|
2024
Q2 | $216 | Hold |
3
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $219 | Hold |
3
| – | – | ﹤0.01% | 688 |
|
|
2023
Q4 | $216 | Sell |
3
-97
| -97% | -$6.98K | ﹤0.01% | 705 |
|
|
2023
Q3 | $6.78K | Sell |
100
-70,195
| -100% | -$4.76M | ﹤0.01% | 491 |
|
|
2023
Q2 | $4.92M | Buy |
70,295
+70,288
| +1,004,114% | +$4.92M | 1.8% | 12 |
|
|
2023
Q1 | $469 | Buy |
+7
| New | +$469 | ﹤0.01% | 643 |
|