Western Wealth Management’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
2022
Q3
Sell
-5,049
Closed -$326K 816
2022
Q2
$326K Buy
5,049
+883
+21% +$61.3K 0.02% 585
2022
Q1
$320K Buy
+4,166
New +$319K 0.02% 655

Other funds holding CWB

Western Wealth Management's CWB Position: Q3 2022 in Review

Western Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2022, closing a stake of 5,049 shares — an estimated $326K sold.

Western Wealth Management first reported a position in CWB in Q1 2022 and held it in 2 quarters. The position peaked at $326K in Q2 2022. 456 funds tracked by Wall St. Rank hold CWB as of Q3 2022.

  • Western Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 5,049 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2022, an estimated $326K.
  • Western Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $326K in Q2 2022.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.