CWA
Canvas Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,380
| Closed | -$404K | – | 133 |
|
|
2023
Q1 | $404K | Sell |
13,380
-44,407
| -77% | -$1.34M | 0.17% | 84 |
|
|
2022
Q4 | $1.66M | Buy |
57,787
+5,762
| +11% | +$165K | 0.69% | 30 |
|
|
2022
Q3 | $1.64M | Sell |
52,025
-11,655
| -18% | -$367K | 0.7% | 31 |
|
|
2022
Q2 | $2.03M | Sell |
63,680
-4,396
| -6% | -$140K | 0.82% | 32 |
|
|
2022
Q1 | $2.29M | Sell |
68,076
-13,321
| -16% | -$448K | 0.84% | 37 |
|
|
2021
Q4 | $2.88M | Buy |
81,397
+6,632
| +9% | +$234K | 1.03% | 25 |
|
|
2021
Q3 | $2.57M | Buy |
74,765
+5,775
| +8% | +$199K | 1.05% | 28 |
|
|
2021
Q2 | $2.39M | Buy |
68,990
+23,612
| +52% | +$818K | 1.07% | 25 |
|
|
2021
Q1 | $1.51M | Buy |
+45,378
| New | +$1.51M | 0.88% | 30 |
|