CWA
Clearview Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Sell |
80,769
-44,184
| -35% | -$3.21M | 4.09% | 6 |
|
|
2025
Q1 | $8.22M | Sell |
124,953
-8,346
| -6% | -$549K | 6.14% | 4 |
|
|
2024
Q4 | $9.19M | Sell |
133,299
-9,567
| -7% | -$660K | 6.99% | 4 |
|
|
2024
Q3 | $9.64M | Sell |
142,866
-1,772
| -1% | -$120K | 7.43% | 4 |
|
|
2024
Q2 | $9.26M | Sell |
144,638
-125,502
| -46% | -$8.03M | 8.08% | 3 |
|
|
2024
Q1 | $16.6M | Buy |
270,140
+157,632
| +140% | +$9.7M | 16.96% | 1 |
|
|
2023
Q4 | $6.29M | Buy |
112,508
+5,762
| +5% | +$322K | 7.33% | 1 |
|
|
2023
Q3 | $5.37M | Buy |
106,746
+2,449
| +2% | +$123K | 6.64% | 1 |
|
|
2023
Q2 | $5.43M | Sell |
104,297
-6,208
| -6% | -$323K | 5.52% | 1 |
|
|
2023
Q1 | $5.32M | Sell |
110,505
-152,106
| -58% | -$7.32M | 5.39% | 1 |
|
|
2022
Q4 | $11.8M | Sell |
262,611
-71,191
| -21% | -$3.2M | 9.13% | 2 |
|
|
2022
Q3 | $14M | Buy |
333,802
+20,048
| +6% | +$842K | 11.11% | 2 |
|
|
2022
Q2 | $13.9M | Sell |
313,754
-30,522
| -9% | -$1.35M | 10.42% | 1 |
|
|
2022
Q1 | $18.3M | Buy |
344,276
+130,297
| +61% | +$6.92M | 12.01% | 1 |
|
|
2021
Q4 | $11.9M | Buy |
213,979
+33,357
| +18% | +$1.86M | 7.28% | 2 |
|
|
2021
Q3 | $9.11M | Buy |
180,622
+3,455
| +2% | +$174K | 5.77% | 2 |
|
|
2021
Q2 | $8.92M | Buy |
177,167
+1,443
| +0.8% | +$72.6K | 5.51% | 3 |
|
|
2021
Q1 | $8.19M | Sell |
175,724
-25,761
| -13% | -$1.2M | 5.31% | 3 |
|
|
2020
Q4 | $8.86M | Buy |
+201,485
| New | +$8.86M | 5.95% | 2 |
|