Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,382
| Closed | -$92.7K | – | 196 |
|
|
2023
Q1 | $92.7K | Hold |
1,382
| – | – | 0.04% | 93 |
|
|
2022
Q4 | $88.9K | Hold |
1,382
| – | – | 0.04% | 99 |
|
|
2022
Q3 | $87K | Hold |
1,382
| – | – | 0.04% | 95 |
|
|
2022
Q2 | $89K | Hold |
1,382
| – | – | 0.03% | 105 |
|
|
2022
Q1 | $106K | Hold |
1,382
| – | – | 0.12% | 90 |
|
|
2021
Q4 | $115K | Hold |
1,382
| – | – | 0.09% | 91 |
|
|
2021
Q3 | $118K | Hold |
1,382
| – | – | 0.09% | 92 |
|
|
2021
Q2 | $120K | Hold |
1,382
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $115K | Hold |
1,382
| – | – | 0.12% | 82 |
|
|
2020
Q4 | $114K | Buy |
+1,382
| New | +$114K | 0.11% | 79 |
|