Spire Wealth Management’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 | $461K | Buy |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $648K | Sell |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $721K | Sell |
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|
2021
Q1 | $709K | Buy |
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