Pinnacle Financial Partners’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $529K | Buy |
+6,907
| New | +$529K | 0.01% | 321 |
|
|
2019
Q2 | – | Sell |
-4,400
| Closed | -$230K | – | 378 |
|
|
2019
Q1 | $230K | Buy |
+4,400
| New | +$230K | 0.02% | 310 |
|
|
2018
Q4 | – | Sell |
-14,145
| Closed | -$763K | – | 337 |
|
|
2018
Q3 | $763K | Buy |
14,145
+5,982
| +73% | +$323K | 0.06% | 198 |
|
|
2018
Q2 | $433K | Hold |
8,163
| – | – | 0.04% | 233 |
|
|
2018
Q1 | $422K | Buy |
8,163
+3,138
| +62% | +$162K | 0.04% | 227 |
|
|
2017
Q4 | $254K | Buy |
5,025
+162
| +3% | +$8.19K | 0.03% | 276 |
|
|
2017
Q3 | $248K | Hold |
4,863
| – | – | 0.03% | 255 |
|
|
2017
Q2 | $241K | Buy |
+4,863
| New | +$241K | 0.03% | 266 |
|