CWA
Canvas Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+1,204
| New | +$234K | 0.05% | 179 |
|
|
2025
Q1 | – | Sell |
-1,134
| Closed | -$219K | – | 198 |
|
|
2024
Q4 | $219K | Sell |
1,134
-1,183
| -51% | -$228K | 0.05% | 162 |
|
|
2024
Q3 | $428K | Buy |
2,317
+416
| +22% | +$76.9K | 0.12% | 101 |
|
|
2024
Q2 | $346K | Buy |
1,901
+17
| +0.9% | +$3.09K | 0.11% | 101 |
|
|
2024
Q1 | $277K | Sell |
1,884
-295
| -14% | -$43.4K | 0.09% | 108 |
|
|
2023
Q4 | $324K | Sell |
2,179
-85
| -4% | -$12.7K | 0.12% | 97 |
|
|
2023
Q3 | $253K | Sell |
2,264
-2
| -0.1% | -$224 | 0.1% | 107 |
|
|
2023
Q2 | $307K | Buy |
2,266
+399
| +21% | +$54.1K | 0.11% | 99 |
|
|
2023
Q1 | $239K | Buy |
+1,867
| New | +$239K | 0.1% | 124 |
|