Wealth Management Resources’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
Q3 | $613K | Sell |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $408K | Buy |
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