Personal CFO Solutions’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 | $386K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $329K | Sell |
|
|||||
|
2024
Q3 | $332K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $706K | Sell |
|
|||||
|
2023
Q2 | $849K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $837K | Buy |
|
|||||
|
2022
Q3 | $770K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $554K | Buy |
|
|||||
|
2021
Q2 | $454K | Buy |
|
|||||
|
2021
Q1 | $220K | Buy |
|