CWA
Canvas Wealth Advisors’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,455
| Closed | -$464K | – | 150 |
|
|
2023
Q4 | $464K | Sell |
8,455
-2,080
| -20% | -$114K | 0.17% | 74 |
|
|
2023
Q3 | $483K | Buy |
10,535
+4,443
| +73% | +$204K | 0.2% | 66 |
|
|
2023
Q2 | $275K | Buy |
+6,092
| New | +$275K | 0.1% | 110 |
|
|
2023
Q1 | – | Sell |
-4,202
| Closed | -$233K | – | 140 |
|
|
2022
Q4 | $233K | Sell |
4,202
-9
| -0.2% | -$498 | 0.1% | 129 |
|
|
2022
Q3 | $247K | Sell |
4,211
-21,380
| -84% | -$1.25M | 0.11% | 108 |
|
|
2022
Q2 | $1.26M | Buy |
25,591
+244
| +1% | +$12.1K | 0.51% | 47 |
|
|
2022
Q1 | $1.38M | Sell |
25,347
-2,669
| -10% | -$145K | 0.5% | 52 |
|
|
2021
Q4 | $1.04M | Buy |
28,016
+321
| +1% | +$11.9K | 0.37% | 61 |
|
|
2021
Q3 | $1M | Sell |
27,695
-136
| -0.5% | -$4.92K | 0.41% | 54 |
|
|
2021
Q2 | $1.01M | Buy |
27,831
+1,623
| +6% | +$58.8K | 0.45% | 51 |
|
|
2021
Q1 | $1.05M | Buy |
+26,208
| New | +$1.05M | 0.61% | 48 |
|