Partnervest Advisory Services’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
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $366K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $900K | Sell |
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|
2018
Q2 | $899K | Buy |
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|
2018
Q1 | $874K | Buy |
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|
2017
Q4 | $705K | Sell |
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|
2017
Q3 | $767K | Sell |
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|
2017
Q2 | $800K | Sell |
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|
2017
Q1 | $848K | Sell |
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|
2016
Q4 | $887K | Sell |
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|
2016
Q3 | $942K | Sell |
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|
2016
Q2 | $966K | Sell |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $222K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $130K | Sell |
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|
2014
Q1 | $139K | Buy |
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|
2013
Q4 | $112K | Buy |
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