SWA
CGC
SOA Wealth Advisors’s Canopy Growth CGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62 | Hold |
51
| – | – | ﹤0.01% | 853 |
|
|
2025
Q1 | $46 | Hold |
51
| – | – | ﹤0.01% | 868 |
|
|
2024
Q4 | $140 | Hold |
51
| – | – | ﹤0.01% | 835 |
|
|
2024
Q3 | $246 | Hold |
51
| – | – | ﹤0.01% | 781 |
|
|
2024
Q2 | $329 | Hold |
51
| – | – | ﹤0.01% | 782 |
|
|
2024
Q1 | $440 | Sell |
51
-15
| -23% | -$129 | ﹤0.01% | 813 |
|
|
2023
Q4 | $337 | Sell |
66
-615
| -90% | -$3.14K | ﹤0.01% | 823 |
|
|
2023
Q3 | $533 | Sell |
681
-56
| -8% | -$44 | ﹤0.01% | 819 |
|
|
2023
Q2 | $286 | Hold |
737
| – | – | ﹤0.01% | 858 |
|
|
2023
Q1 | $1.29K | Hold |
737
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $1.7K | Sell |
737
-101
| -12% | -$233 | ﹤0.01% | 751 |
|
|
2022
Q3 | $2K | Hold |
838
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $2K | Hold |
838
| – | – | ﹤0.01% | 688 |
|
|
2022
Q1 | $6K | Hold |
838
| – | – | ﹤0.01% | 654 |
|
|
2021
Q4 | $7K | Buy |
838
+2
| +0.2% | +$17 | ﹤0.01% | 616 |
|
|
2021
Q3 | $11K | Hold |
836
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $20K | Hold |
836
| – | – | 0.01% | 458 |
|
|
2021
Q1 | $26K | Buy |
836
+250
| +43% | +$7.78K | 0.01% | 353 |
|
|
2020
Q4 | $30K | Buy |
+586
| New | +$30K | 0.01% | 331 |
|