WealthTrust Asset Management’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
Q1
Sell
2024
Q4
$2.52M Sell
2024
Q3
$2.49M Sell
2024
Q2
$5.21M Buy
2024
Q1
$4.38M Buy
2023
Q4
$4.12M Sell
2023
Q3
$5.59M Buy
2022
Q3
Sell
2022
Q2
$264K Sell
2022
Q1
$2.44M Buy
2021
Q4
$2.42M Buy
2021
Q3
$799K Buy
2021
Q2
$234K Buy