WP
CWB icon

Westmount Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Westmount Partners’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
2,961
+6
+0.2% +$622 0.07% 202
2026
Q1 		$270K Buy
2,955
+5
+0.2% +$467 0.07% 218
2025
Q4 		$263K Buy
2,950
+10
+0.3% +$909 0.07% 212
2025
Q3 		$268K Buy
2,940
+8
+0.3% +$688 0.07% 205
2025
Q2 		$242K Buy
2,932
+9
+0.3% +$707 0.07% 220
2025
Q1 		$224K Buy
2,923
+6
+0.2% +$474 0.07% 221
2024
Q4 		$227K Buy
2,917
+13
+0.4% +$1.02K 0.07% 195
2024
Q3 		$222K Buy
2,904
+8
+0.3% +$588 0.07% 207
2024
Q2 		$208K Buy
2,896
+8
+0.3% +$573 0.07% 202
2024
Q1 		$211K Buy
2,888
+5
+0.2% +$358 0.08% 196
2023
Q4 		$208K Buy
+2,883
New +$196K 0.08% 189
2023
Q3 		– Sell
-2,860
Closed -$200K – 196
2023
Q2 		$200K Buy
+2,860
New +$192K 0.09% 175

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