Strategic Financial Partners’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 | $667K | Sell |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $500K | Buy |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $297K | Buy |
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