CWA
Canvas Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,101
| Closed | -$216K | – | 149 |
|
|
2022
Q4 | $216K | Sell |
1,101
-1
| -0.1% | -$196 | 0.09% | 137 |
|
|
2022
Q3 | $214K | Sell |
1,102
-109
| -9% | -$21.2K | 0.09% | 117 |
|
|
2022
Q2 | $236K | Hold |
1,211
| – | – | 0.1% | 113 |
|
|
2022
Q1 | $247K | Hold |
1,211
| – | – | 0.09% | 122 |
|
|
2021
Q4 | $242K | Hold |
1,211
| – | – | 0.09% | 121 |
|
|
2021
Q3 | $217K | Hold |
1,211
| – | – | 0.09% | 112 |
|
|
2021
Q2 | $223K | Hold |
1,211
| – | – | 0.1% | 111 |
|
|
2021
Q1 | $220K | Buy |
+1,211
| New | +$220K | 0.13% | 104 |
|