Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $593K | Hold |
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|
2022
Q2 | $605K | Hold |
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|
2022
Q1 | $721K | Hold |
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|
2021
Q4 | $778K | Hold |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $813K | Hold |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $331K | Hold |
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|
2019
Q3 | $312K | Sell |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $311K | Sell |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $345K | Hold |
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|
2018
Q2 | $339K | Buy |
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