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