Towerpoint Wealth’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 | $897K | Sell |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $898K | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $3.21M | Sell |
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|
2021
Q2 | $3.98M | Sell |
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|
2021
Q1 | $6.13M | Sell |
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|
2020
Q4 | $9.24M | Sell |
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|
2020
Q3 | $8.45M | Sell |
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|
2020
Q2 | $7.83M | Sell |
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|
2020
Q1 | $6.3M | Sell |
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|
2019
Q4 | $7.41M | Buy |
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|
2019
Q3 | $6.99M | Buy |
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|
2019
Q2 | $6.9M | Buy |
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|
2019
Q1 | $6.46M | Buy |
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|
2018
Q4 | $5.62M | Buy |
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|
2018
Q3 | $6.19M | Buy |
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|
2018
Q2 | $5.94M | Buy |
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|
2018
Q1 | $5.52M | Buy |
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|
2017
Q4 | $4.89M | Buy |
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