Howard Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Howard Wealth Management, LLC

  • $221 Million
  • Q4 2025

A detailed history of Howard Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Howard Wealth Management, LLC holds 23,545 shares of CWB stock, worth $2.08 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
23,545
Previous 24,014 1.95%
Holding current value
$2.08 Million
Previous $2.17 Million 4.14%
% of portfolio
0.94%
Previous 1.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$88.49 - $93.64 $41,501 - $43,917
-469 Reduced 1.95%
23,545 $2.08 Million
Q3 2025

Nov 03, 2025
BUY
$82.29 - $90.77 $12,590 - $13,887
153 Added 0.64%
24,014 $2.17 Million
Q2 2025

Aug 11, 2025
BUY
$71.86 - $82.66 $14,443 - $16,614
201 Added 0.85%
23,861 $1.97 Million
Q1 2025

May 13, 2025
SELL
$75.99 - $81.58 $18,009 - $19,334
-237 Reduced 0.99%
23,660 $1.81 Million
Q4 2024

Jan 30, 2025
BUY
$76.21 - $82.24 $28,350 - $30,593
372 Added 1.58%
23,897 $1.86 Million
Q3 2024

Nov 08, 2024
SELL
$71.19 - $76.59 $14,095 - $15,164
-198 Reduced 0.83%
23,525 $1.8 Million
Q2 2024

Aug 02, 2024
BUY
$69.6 - $72.8 $105,513 - $110,364
1,516 Added 6.83%
23,723 $1.71 Million
Q1 2024

May 06, 2024
SELL
$70.62 - $73.18 $78,317 - $81,156
-1,109 Reduced 4.76%
22,207 $1.62 Million
Q4 2023

Feb 07, 2024
SELL
$64.68 - $72.47 $38,290 - $42,902
-592 Reduced 2.48%
23,316 $1.68 Million
Q3 2023

Nov 01, 2023
SELL
$67.56 - $71.9 $38,711 - $41,198
-573 Reduced 2.34%
23,908 $1.62 Million
Q2 2023

Aug 01, 2023
SELL
$65.49 - $69.95 $54,618 - $58,338
-834 Reduced 3.29%
24,481 $1.71 Million
Q1 2023

May 04, 2023
SELL
$64.11 - $69.54 $12,501 - $13,560
-195 Reduced 0.76%
25,315 $1.7 Million
Q4 2022

Jan 26, 2023
SELL
$62.9 - $67.01 $146,745 - $156,334
-2,333 Reduced 8.38%
25,510 $0
Q3 2022

Nov 01, 2022
BUY
$63.3 - $71.11 $1.76 Million - $1.98 Million
27,843 New
27,843 $1.76 Million
Q2 2022

Aug 09, 2022
SELL
$63.06 - $78.0 $1.8 Million - $2.23 Million
-28,544 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$71.53 - $82.66 $31,544 - $36,453
441 Added 1.57%
28,544 $2.2 Million
Q4 2021

Jan 18, 2022
BUY
$80.7 - $89.51 $41,399 - $45,918
513 Added 1.86%
28,103 $2.33 Million
Q3 2021

Oct 19, 2021
SELL
$83.71 - $88.67 $39,092 - $41,408
-467 Reduced 1.66%
27,590 $2.35 Million
Q2 2021

Jul 27, 2021
BUY
$79.92 - $87.25 $14,305 - $15,617
179 Added 0.64%
28,057 $2.43 Million
Q1 2021

Apr 23, 2021
SELL
$81.26 - $92.2 $7,638 - $8,666
-94 Reduced 0.34%
27,878 $2.32 Million
Q4 2020

Feb 02, 2021
BUY
$68.91 - $83.03 $116,595 - $140,486
1,692 Added 6.44%
27,972 $2.32 Million
Q3 2020

Oct 29, 2020
BUY
$60.93 - $71.38 $103,581 - $121,345
1,700 Added 6.92%
26,280 $1.81 Million
Q2 2020

Aug 03, 2020
BUY
$45.25 - $60.5 $45,023 - $60,197
995 Added 4.22%
24,580 $1.49 Million
Q1 2020

May 04, 2020
BUY
$40.96 - $60.38 $196,608 - $289,824
4,800 Added 25.55%
23,585 $1.13 Million
Q4 2019

Feb 05, 2020
BUY
$51.66 - $55.76 $970,433 - $1.05 Million
18,785 New
18,785 $1.04 Million

About SPDR BLOOMBERG CONVERTIBLE SEC

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