CWA
Canvas Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
1,803
-114
| -6% | -$72.6K | 0.23% | 61 |
|
|
2025
Q1 | $1.01M | Buy |
1,917
+715
| +59% | +$377K | 0.26% | 62 |
|
|
2024
Q4 | $705K | Hold |
1,202
| – | – | 0.18% | 76 |
|
|
2024
Q3 | $690K | Buy |
1,202
+74
| +7% | +$42.5K | 0.19% | 73 |
|
|
2024
Q2 | $611K | Sell |
1,128
-8
| -0.7% | -$4.34K | 0.19% | 69 |
|
|
2024
Q1 | $569K | Buy |
1,136
+70
| +7% | +$35K | 0.19% | 66 |
|
|
2023
Q4 | $508K | Buy |
1,066
+557
| +109% | +$266K | 0.18% | 67 |
|
|
2023
Q3 | $214K | Buy |
509
+46
| +10% | +$19.4K | 0.09% | 117 |
|
|
2023
Q2 | $210K | Buy |
+463
| New | +$210K | 0.08% | 123 |
|