Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $62.9M | Buy |
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|
2020
Q3 | $6.19M | Sell |
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|
2020
Q2 | $33.5M | Buy |
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|
2020
Q1 | $3.84M | Sell |
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|
2019
Q4 | $17.4M | Buy |
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|
2019
Q3 | $4.35M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $488K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $491K | Buy |
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