Wells Financial Advisors’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 | $233K | Hold |
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|
2025
Q2 | $212K | Hold |
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|
2025
Q1 | $197K | Hold |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $185K | Hold |
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|
2024
Q1 | $188K | Hold |
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|
2023
Q4 | $185K | Hold |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $180K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $165K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $198K | Hold |
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|
2021
Q4 | $213K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $214K | Hold |
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|
2020
Q4 | $213K | Buy |
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