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
2021
Q3
$311K Buy
2020
Q4
Sell
2020
Q3
$1.89M Buy
2020
Q1
Sell
2019
Q4
$886K Hold
2019
Q3
$805K Buy
2019
Q2
$303K Buy
2018
Q2
Sell
2018
Q1
$322K Sell
2017
Q4
$10.7M Buy
2017
Q3
$5.89M Sell
2017
Q2
$8.44M Sell
2017
Q1
$9.35M Buy