CWA
Canvas Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,578
| Closed | -$908K | – | 148 |
|
|
2023
Q4 | $908K | Buy |
18,578
+9,683
| +109% | +$473K | 0.33% | 48 |
|
|
2023
Q3 | $373K | Buy |
8,895
+1,155
| +15% | +$48.5K | 0.15% | 80 |
|
|
2023
Q2 | $374K | Buy |
7,740
+554
| +8% | +$26.8K | 0.14% | 85 |
|
|
2023
Q1 | $303K | Buy |
+7,186
| New | +$303K | 0.13% | 107 |
|