TRUE Private Wealth Advisors’s 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 | $2.61M | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $2.59M | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $88K | Hold |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $80K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $104K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $135K | Buy |
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