Sunbelt Securities’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
Q2 | $197K | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $198K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $934K | Hold |
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|
2021
Q2 | $934K | Buy |
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|
2021
Q1 | $792K | Buy |
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|
2020
Q4 | $695K | Sell |
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|
2020
Q3 | $608K | Sell |
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|
2020
Q2 | $604K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $578K | Buy |
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|
2019
Q3 | $511K | Buy |
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