Oxinas Partners Wealth Management’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
Q3 | $2.35M | Sell |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $3.87M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $3.04M | Sell |
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|
2020
Q4 | $3.46M | Buy |
|