CWA
Continuum 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 | $310K | Buy |
502
+33
| +7% | +$20.4K | 0.15% | 46 |
|
|
2025
Q1 | $262K | Hold |
469
| – | – | 0.13% | 46 |
|
|
2024
Q4 | $275K | Buy |
+469
| New | +$275K | 0.14% | 48 |
|
|
2024
Q3 | – | Sell |
-521
| Closed | -$284K | – | 65 |
|
|
2024
Q2 | $284K | Buy |
+521
| New | +$284K | 0.15% | 47 |
|