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SK Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

SK Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$867K Sell
10,393
-1,186
-10% -$99K 0.38% 41
2025
Q1 		$856K Sell
11,579
-68
-0.6% -$5.03K 0.46% 36
2024
Q4 		$907K Hold
11,647
– – 0.46% 32
2024
Q3 		$917K Buy
+11,647
New +$917K 0.47% 32