Wealth Watch Advisors’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
$18.4M Sell
222,502
-2,539
-1% -$210K 10.64% 2
2025
Q1
$17.2M Sell
225,041
-6,570
-3% -$503K 14.01% 2
2024
Q4
$18M Buy
+231,611
New +$18M 11.23% 2