Silver Oak Securities’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 | $1.57M | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $722K | Sell |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $712K | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $712K | Buy |
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