Quattro Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
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2021
Q3 | $311K | Buy |
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2020
Q4 | – | Sell |
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2020
Q3 | $1.89M | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $886K | Hold |
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2019
Q3 | $805K | Buy |
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2019
Q2 | $303K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $322K | Sell |
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2017
Q4 | $10.7M | Buy |
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2017
Q3 | $5.89M | Sell |
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2017
Q2 | $8.44M | Sell |
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2017
Q1 | $9.35M | Buy |
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