Private Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Private Advisory Group’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Sell
2025 Q1	$1.75M	Sell
2024 Q4	$1.79M	Buy
2019 Q3	–	Sell
2019 Q2	$365K	Buy
2018 Q2	–	Sell
2018 Q1	$296K	Sell
2017 Q4	$307K	Sell
2017 Q3	$424K	Buy
2017 Q2	$391K	Buy