CWA
Canvas Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
15,565
+2,626
| +20% | +$107K | 0.12% | 94 |
|
|
2025
Q1 | $477K | Buy |
12,939
+397
| +3% | +$14.6K | 0.12% | 103 |
|
|
2024
Q4 | $428K | Sell |
12,542
-500
| -4% | -$17.1K | 0.11% | 105 |
|
|
2024
Q3 | $490K | Sell |
13,042
-350
| -3% | -$13.1K | 0.14% | 92 |
|
|
2024
Q2 | $477K | Hold |
13,392
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $458K | Hold |
13,392
| – | – | 0.15% | 79 |
|
|
2023
Q4 | $453K | Sell |
13,392
-20
| -0.1% | -$676 | 0.16% | 75 |
|
|
2023
Q3 | $401K | Sell |
13,412
-1,850
| -12% | -$55.3K | 0.16% | 74 |
|
|
2023
Q2 | $508K | Buy |
15,262
+346
| +2% | +$11.5K | 0.19% | 68 |
|
|
2023
Q1 | $490K | Sell |
14,916
-333
| -2% | -$10.9K | 0.21% | 71 |
|
|
2022
Q4 | $485K | Hold |
15,249
| – | – | 0.2% | 78 |
|
|
2022
Q3 | $420K | Hold |
15,249
| – | – | 0.18% | 78 |
|
|
2022
Q2 | $440K | Hold |
15,249
| – | – | 0.18% | 79 |
|
|
2022
Q1 | $489K | Sell |
15,249
-450
| -3% | -$14.4K | 0.18% | 91 |
|
|
2021
Q4 | $573K | Hold |
15,699
| – | – | 0.21% | 85 |
|
|
2021
Q3 | $568K | Hold |
15,699
| – | – | 0.23% | 74 |
|
|
2021
Q2 | $578K | Hold |
15,699
| – | – | 0.26% | 69 |
|
|
2021
Q1 | $568K | Buy |
+15,699
| New | +$568K | 0.33% | 67 |
|