Oliver Lagore Vanvalin Investment 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
2025
Q2
$230 Buy
2024
Q4
$234 Hold
2024
Q3
$230 Hold
2024
Q2
$216 Hold
2024
Q1
$219 Hold
2023
Q4
$216 Sell
2023
Q3
$6.78K Sell
2023
Q2
$4.92M Buy
2023
Q1
$469 Buy