Sterling Investment Advisors (Pennsylvania)’s 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
Q2 | $4.55M | Buy |
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|
2025
Q1 | $4.21M | Buy |
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|
2024
Q4 | $4.22M | Sell |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.08M | Sell |
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|
2024
Q1 | $4.21M | Sell |
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|
2023
Q4 | $4.17M | Buy |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $4.19M | Sell |
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|
2023
Q1 | $4.11M | Sell |
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|
2022
Q4 | $3.95M | Sell |
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|
2022
Q3 | $4.31M | Buy |
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|
2022
Q2 | $4.39M | Buy |
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|
2022
Q1 | $5.17M | Sell |
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|
2021
Q4 | $5.65M | Buy |
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|
2021
Q3 | $5.78M | Sell |
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|
2021
Q2 | $5.9M | Sell |
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|
2021
Q1 | $5.86M | Sell |
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|
2020
Q4 | $6.03M | Sell |
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|
2020
Q3 | $5.3M | Buy |
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|
2020
Q2 | $4.64M | Buy |
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|
2020
Q1 | $3.54M | Sell |
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|
2019
Q4 | $4.17M | Sell |
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|
2019
Q3 | $4.14M | Sell |
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|
2019
Q2 | $4.32M | Sell |
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|
2019
Q1 | $4.54M | Sell |
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|
2018
Q4 | $4.17M | Sell |
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|
2018
Q3 | $4.83M | Sell |
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|
2018
Q2 | $4.78M | Sell |
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|
2018
Q1 | $4.71M | Sell |
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|
2017
Q4 | $4.7M | Sell |
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|
2017
Q3 | $4.75M | Sell |
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|
2017
Q2 | $4.66M | Buy |
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|
2017
Q1 | $4.42M | Buy |
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|
2016
Q4 | $4M | Buy |
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