Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
205,107
+61,779
| +43% | +$5.13M | 0.03% | 468 |
|
|
2025
Q1 | $11M | Sell |
143,328
-77,638
| -35% | -$5.95M | 0.02% | 553 |
|
|
2024
Q4 | $17.2M | Sell |
220,966
-920
| -0.4% | -$71.7K | 0.03% | 405 |
|
|
2024
Q3 | $17M | Buy |
221,886
+3,697
| +2% | +$283K | 0.04% | 382 |
|
|
2024
Q2 | $15.7M | Buy |
218,189
+93,832
| +75% | +$6.76M | 0.04% | 378 |
|
|
2024
Q1 | $9.08M | Sell |
124,357
-31,052
| -20% | -$2.27M | 0.02% | 505 |
|
|
2023
Q4 | $11.2M | Sell |
155,409
-144,064
| -48% | -$10.4M | 0.03% | 407 |
|
|
2023
Q3 | $20.3M | Buy |
+299,473
| New | +$20.3M | 0.07% | 277 |
|