Wealthcare Advisory Partners’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 | $356K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $92K | Sell |
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|
2019
Q4 | $827K | Sell |
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|
2019
Q3 | $882K | Sell |
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|
2019
Q2 | $940K | Buy |
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|
2019
Q1 | $732K | Buy |
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|
2018
Q4 | $494K | Buy |
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|
2018
Q3 | $494K | Sell |
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|
2018
Q2 | $490K | Buy |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q4 | $412K | Buy |
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|
2017
Q3 | $335K | Buy |
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