Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-68
| Closed | -$4K | – | 1167 |
|
|
2022
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q2 | $4K | Buy |
68
+1
| +1% | +$59 | ﹤0.01% | 988 |
|
|
2022
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q2 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 1042 |
|
|
2021
Q1 | – | Sell |
-67
| Closed | -$6K | – | 845 |
|
|
2020
Q4 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 825 |
|