Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $182K | Sell |
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|
2023
Q4 | $183K | Buy |
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $175K | Sell |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | $111K | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $295K | Buy |
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|
2020
Q2 | $258K | Buy |
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|
2019
Q4 | $318K | Buy |
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