CWA
Canvas Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
15,198
+5,986
| +65% | +$337K | 0.17% | 79 |
|
|
2025
Q1 | $444K | Sell |
9,212
-2,710
| -23% | -$131K | 0.11% | 107 |
|
|
2024
Q4 | $652K | Sell |
11,922
-7,894
| -40% | -$432K | 0.16% | 84 |
|
|
2024
Q3 | $1.08M | Sell |
19,816
-2,635
| -12% | -$144K | 0.3% | 53 |
|
|
2024
Q2 | $1.21M | Buy |
22,451
+1,312
| +6% | +$70.8K | 0.37% | 46 |
|
|
2024
Q1 | $1.05M | Sell |
21,139
-18,104
| -46% | -$899K | 0.35% | 45 |
|
|
2023
Q4 | $1.88M | Buy |
39,243
+34,020
| +651% | +$1.63M | 0.68% | 31 |
|
|
2023
Q3 | $219K | Buy |
+5,223
| New | +$219K | 0.09% | 115 |
|