CWA
Canvas Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,333
| Closed | -$561K | – | 153 |
|
|
2023
Q4 | $561K | Buy |
7,333
+491
| +7% | +$37.6K | 0.2% | 62 |
|
|
2023
Q3 | $456K | Buy |
6,842
+373
| +6% | +$24.8K | 0.19% | 70 |
|
|
2023
Q2 | $488K | Sell |
6,469
-2
| -0% | -$151 | 0.18% | 69 |
|
|
2023
Q1 | $446K | Sell |
6,471
-861
| -12% | -$59.3K | 0.19% | 76 |
|
|
2022
Q4 | $515K | Sell |
7,332
-123
| -2% | -$8.64K | 0.22% | 71 |
|
|
2022
Q3 | $495K | Buy |
7,455
+870
| +13% | +$57.8K | 0.21% | 71 |
|
|
2022
Q2 | $426K | Buy |
+6,585
| New | +$426K | 0.17% | 81 |
|