Worth 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
Q3 | $296K | Sell |
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|
2025
Q2 | $293K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $365K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $3.15K | Buy |
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|
2022
Q4 | $386 | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $34K | Buy |
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