Simplicity Wealth’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 | $2.08M | Sell |
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|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $997K | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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