CWC
Carolinas Wealth Consulting’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,790
| Closed | -$229K | – | 817 |
|
|
2025
Q1 | $229K | Sell |
4,790
-1
| -0% | -$48 | 0.05% | 168 |
|
|
2024
Q4 | $243K | Hold |
4,791
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $245K | Hold |
4,791
| – | – | 0.04% | 167 |
|
|
2024
Q2 | $240K | Buy |
+4,791
| New | +$240K | 0.05% | 163 |
|