RWA Wealth Partners’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 | $7.41M | Buy |
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|
2025
Q2 | $6.25M | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $223K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $933K | Buy |
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|
2020
Q1 | $213K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.83M | Sell |
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|
2018
Q4 | $2.18M | Buy |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $8.12M | Buy |
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|
2018
Q1 | $257K | Buy |
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|
2017
Q4 | $251K | Sell |
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|
2017
Q3 | $259K | Buy |
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|
2017
Q2 | $234K | Buy |
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