CWA
Canvas Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,108
| Closed | -$221K | – | 195 |
|
|
2024
Q3 | $221K | Sell |
2,108
-84
| -4% | -$8.79K | 0.06% | 158 |
|
|
2024
Q2 | $227K | Sell |
2,192
-100
| -4% | -$10.4K | 0.07% | 135 |
|
|
2024
Q1 | $231K | Buy |
2,292
+181
| +9% | +$18.2K | 0.08% | 132 |
|
|
2023
Q4 | $202K | Sell |
2,111
-739
| -26% | -$70.9K | 0.07% | 122 |
|
|
2023
Q3 | $255K | Sell |
2,850
-255
| -8% | -$22.8K | 0.1% | 105 |
|
|
2023
Q2 | $292K | Buy |
3,105
+23
| +0.7% | +$2.17K | 0.11% | 105 |
|
|
2023
Q1 | $262K | Sell |
3,082
-1,929
| -38% | -$164K | 0.11% | 118 |
|
|
2022
Q4 | $430K | Buy |
+5,011
| New | +$430K | 0.18% | 84 |
|