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

SK Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$932K	Sell
2025 Q2	$867K	Sell
2025 Q1	$856K	Sell
2024 Q4	$907K	Hold
2024 Q3	$917K	Buy