CWA
Canvas Wealth Advisors’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,526
| Closed | -$302K | – | 124 |
|
|
2023
Q2 | $302K | Sell |
2,526
-1,292
| -34% | -$155K | 0.11% | 101 |
|
|
2023
Q1 | $445K | Sell |
3,818
-1,289
| -25% | -$150K | 0.19% | 77 |
|
|
2022
Q4 | $572K | Buy |
5,107
+1,674
| +49% | +$187K | 0.24% | 65 |
|
|
2022
Q3 | $340K | Buy |
+3,433
| New | +$340K | 0.14% | 89 |
|