CWA
Canvas Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,613
| Closed | -$306K | – | 136 |
|
|
2023
Q1 | $306K | Sell |
5,613
-20,597
| -79% | -$1.12M | 0.13% | 105 |
|
|
2022
Q4 | $1.35M | Sell |
26,210
-394
| -1% | -$20.3K | 0.57% | 37 |
|
|
2022
Q3 | $1.15M | Sell |
26,604
-3,578
| -12% | -$155K | 0.49% | 40 |
|
|
2022
Q2 | $1.36M | Sell |
30,182
-28,819
| -49% | -$1.3M | 0.55% | 46 |
|
|
2022
Q1 | $2.95M | Sell |
59,001
-28,601
| -33% | -$1.43M | 1.08% | 22 |
|
|
2021
Q4 | $5.1M | Buy |
87,602
+2,940
| +3% | +$171K | 1.83% | 11 |
|
|
2021
Q3 | $4.75M | Buy |
84,662
+7,620
| +10% | +$427K | 1.94% | 14 |
|
|
2021
Q2 | $4.41M | Buy |
77,042
+14,462
| +23% | +$828K | 1.98% | 13 |
|
|
2021
Q1 | $3.48M | Buy |
+62,580
| New | +$3.48M | 2.03% | 12 |
|