CWA
Canvas Wealth Advisors’s Mission Produce AVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,905
| Closed | -$156K | – | 208 |
|
|
2025
Q1 | $156K | Buy |
+14,905
| New | +$156K | 0.04% | 177 |
|
|
2024
Q4 | – | Sell |
-22,109
| Closed | -$283K | – | 178 |
|
|
2024
Q3 | $283K | Buy |
22,109
+108
| +0.5% | +$1.39K | 0.08% | 131 |
|
|
2024
Q2 | $247K | Sell |
22,001
-8,632
| -28% | -$96.9K | 0.08% | 124 |
|
|
2024
Q1 | $350K | Sell |
30,633
-11,114
| -27% | -$127K | 0.12% | 95 |
|
|
2023
Q4 | $422K | Sell |
41,747
-2,255
| -5% | -$22.8K | 0.15% | 78 |
|
|
2023
Q3 | $411K | Sell |
44,002
-4,135
| -9% | -$38.7K | 0.17% | 73 |
|
|
2023
Q2 | $584K | Buy |
48,137
+11,498
| +31% | +$140K | 0.22% | 62 |
|
|
2023
Q1 | $411K | Buy |
36,639
+2,303
| +7% | +$25.8K | 0.17% | 81 |
|
|
2022
Q4 | $411K | Buy |
34,336
+5,306
| +18% | +$63.6K | 0.17% | 89 |
|
|
2022
Q3 | $469K | Sell |
29,030
-3,894
| -12% | -$62.9K | 0.2% | 75 |
|
|
2022
Q2 | $469K | Buy |
32,924
+9,942
| +43% | +$142K | 0.19% | 77 |
|
|
2022
Q1 | $290K | Buy |
+22,982
| New | +$290K | 0.11% | 116 |
|