RVW Wealth’s State Street 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
Q3 | $499K | Hold |
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|
2025
Q2 | $456K | Hold |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | $592K | Hold |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $594K | Hold |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $1M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $550K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $663K | Hold |
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|
2019
Q2 | $668K | Hold |
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|
2019
Q1 | $661K | Buy |
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