SkyOak 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 | $1.89M | Sell |
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|
2025
Q2 | $1.74M | Hold |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.54M | Hold |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.59M | Sell |
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|
2021
Q3 | $2.69M | Sell |
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|
2021
Q2 | $2.74M | Sell |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.04M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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