SOA Wealth Advisors’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 | $48.2K | Buy |
|
|||||
|
2025
Q2 | $43.9K | Buy |
|
|||||
|
2025
Q1 | $40.5K | Buy |
|
|||||
|
2024
Q4 | $41K | Buy |
|
|||||
|
2024
Q3 | $40K | Buy |
|
|||||
|
2024
Q2 | $37.5K | Buy |
|
|||||
|
2024
Q1 | $37.8K | Buy |
|
|||||
|
2023
Q4 | $37.3K | Buy |
|
|||||
|
2023
Q3 | $34.7K | Buy |
|
|||||
|
2023
Q2 | $35.7K | Buy |
|
|||||
|
2023
Q1 | $34K | Buy |
|
|||||
|
2022
Q4 | $32.5K | Buy |
|
|||||
|
2022
Q3 | $31K | Buy |
|
|||||
|
2022
Q2 | $32K | Buy |
|
|||||
|
2022
Q1 | $38K | Buy |
|
|||||
|
2021
Q4 | $41K | Buy |
|
|||||
|
2021
Q3 | $41K | Buy |
|
|||||
|
2021
Q2 | $42K | Hold |
|
|||||
|
2021
Q1 | $40K | Buy |
|
|||||
|
2020
Q4 | $44K | Buy |
|