Strait & Sound Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,500
Closed -$247K 131
2023
Q4
$247K Hold
3,500
0.15% 115
2023
Q3
$237K Hold
3,500
0.2% 111
2023
Q2
$245K Hold
3,500
0.24% 92
2023
Q1
$235K Hold
3,500
0.23% 99
2022
Q4
$235K Buy
+3,500
New +$235K 0.26% 95