CWA
Canvas Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $518K | Sell |
1,778
-123
| -6% | -$35.8K | 0.1% | 109 |
|
2025
Q1 | $365K | Buy |
1,901
+522
| +38% | +$100K | 0.09% | 121 |
|
2024
Q4 | $334K | Buy |
1,379
+266
| +24% | +$64.4K | 0.08% | 126 |
|
2024
Q3 | $273K | Buy |
1,113
+225
| +25% | +$55.2K | 0.08% | 141 |
|
2024
Q2 | $204K | Buy |
+888
| New | +$204K | 0.06% | 144 |
|
2023
Q1 | – | Sell |
-1,114
| Closed | -$251K | – | 154 |
|
2022
Q4 | $251K | Buy |
+1,114
| New | +$251K | 0.11% | 123 |
|
2022
Q2 | – | Sell |
-1,916
| Closed | -$457K | – | 144 |
|
2022
Q1 | $457K | Buy |
+1,916
| New | +$457K | 0.17% | 93 |
|