Pursue Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $966K | Hold |
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|
2024
Q1 | $979K | Hold |
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|
2023
Q4 | $967K | Hold |
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|
2023
Q3 | $909K | Sell |
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|
2023
Q2 | $1.19M | Hold |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.91M | Hold |
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|
2022
Q2 | $1.95M | Hold |
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|
2022
Q1 | $2.29M | Hold |
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|
2021
Q4 | $2.5M | Buy |
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