Portland Financial Advisors’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 Q2	$738K	Sell	8,929 -175	-2%	-$14.5K	1.77%	14
2025 Q1	$698K	Buy	9,104 +723	+9%	+$55.4K	1.78%	16
2024 Q4	$653K	Buy	+8,381	New	+$653K	1.76%	13