CWA
Clearview 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 | $235K | Buy |
+381
| New | +$235K | 0.16% | 96 |
|
|
2025
Q1 | – | Sell |
-363
| Closed | -$213K | – | 103 |
|
|
2024
Q4 | $213K | Buy |
+363
| New | +$213K | 0.16% | 94 |
|
|
2023
Q3 | – | Sell |
-119
| Closed | -$52.8K | – | 558 |
|
|
2023
Q2 | $52.8K | Hold |
119
| – | – | 0.05% | 194 |
|
|
2023
Q1 | $48.7K | Sell |
119
-211
| -64% | -$86.4K | 0.05% | 202 |
|
|
2022
Q4 | $126K | Sell |
330
-12
| -4% | -$4.59K | 0.1% | 102 |
|
|
2022
Q3 | $122K | Buy |
342
+30
| +10% | +$10.7K | 0.1% | 98 |
|
|
2022
Q2 | $118K | Buy |
312
+13
| +4% | +$4.92K | 0.09% | 110 |
|
|
2022
Q1 | $135K | Buy |
299
+34
| +13% | +$15.4K | 0.09% | 111 |
|
|
2021
Q4 | $126K | Buy |
265
+13
| +5% | +$6.18K | 0.08% | 137 |
|
|
2021
Q3 | $108K | Hold |
252
| – | – | 0.07% | 152 |
|
|
2021
Q2 | $108K | Buy |
252
+29
| +13% | +$12.4K | 0.07% | 154 |
|
|
2021
Q1 | $88K | Buy |
+223
| New | +$88K | 0.06% | 172 |
|