Second Half Financial Partners’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,864	Closed	-$270K	–	58
2023 Q2	$270K	Buy	+3,864	New	+$270K	0.06%	130