Strategic Wealth Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $807K | Sell |
|
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|
2021
Q4 | $908K | Sell |
|
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|
2021
Q3 | $950K | Buy |
|
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|
2021
Q2 | $956K | Sell |
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|
2021
Q1 | $1.01M | Sell |
|
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $892K | Buy |
|
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|
2020
Q2 | $746K | Buy |
|