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Onyx Bridge Wealth Group’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Onyx Bridge Wealth Group’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,969
Closed -$214K – 266
2023
Q4 		$214K Buy
2,969
+15
+0.5% +$1.08K 0.04% 225
2023
Q3 		$200K Sell
2,954
-104
-3% -$7.05K 0.05% 213
2023
Q2 		$214K Buy
+3,058
New +$214K 0.05% 211