Polaris Wealth Advisory Group’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $20.8M | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $58.1M | Buy |
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|
2021
Q2 | $51.3M | Buy |
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|
2021
Q1 | $47.6M | Buy |
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|
2020
Q4 | $41.3M | Sell |
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|
2020
Q3 | $38.2M | Sell |
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|
2020
Q2 | $51.9M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $40.6M | Buy |
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|
2018
Q4 | $35.2M | Sell |
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|
2018
Q3 | $41.8M | Sell |
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|
2018
Q2 | $41.1M | Sell |
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|
2018
Q1 | $41.2M | Buy |
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|
2017
Q4 | $39.4M | Buy |
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|
2017
Q3 | $35.3M | Buy |
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|
2017
Q2 | $30.9M | Buy |
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|
2017
Q1 | $27.7M | Sell |
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|
2016
Q4 | $26.7M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $20.2M | Buy |
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|
2013
Q4 | $19M | Buy |
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|
2013
Q3 | $16.2M | Buy |
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