AWM
CLSC

Avaii Wealth Management’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History

Avaii Wealth Management’s Portfolio CLSC Stock Details CLSC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,861
Closed -$214K – 139
2022
Q4 		$214K Sell
10,861
-24,444
-69% -$481K 0.19% 117
2022
Q3 		$731K Sell
35,305
-6,247
-15% -$129K 0.76% 29
2022
Q2 		$879K Buy
+41,552
New +$879K 0.94% 16