VisionPoint Advisory Group’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 | $309K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $18.7K | Hold |
|
|||||
|
2024
Q1 | $19K | Hold |
|
|||||
|
2023
Q4 | $18.8K | Sell |
|
|||||
|
2023
Q3 | $96.6K | Buy |
|
|||||
|
2023
Q2 | $29.5K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $365K | Sell |
|
|||||
|
2021
Q4 | $818K | Sell |
|
|||||
|
2021
Q3 | $1.02M | Sell |
|
|||||
|
2021
Q2 | $3.62M | Sell |
|
|||||
|
2021
Q1 | $4.05M | Buy |
|
|||||
|
2020
Q4 | $3.74M | Buy |
|
|||||
|
2020
Q3 | $1.64M | Sell |
|
|||||
|
2020
Q2 | $3.71M | Buy |
|
|||||
|
2020
Q1 | $2.76M | Buy |
|
|||||
|
2019
Q4 | $2.42M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $705K | Buy |
|