CWA
Canvas Wealth Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,355
| Closed | -$297K | – | 194 |
|
|
2024
Q3 | $297K | Sell |
11,355
-50
| -0.4% | -$1.31K | 0.08% | 129 |
|
|
2024
Q2 | $284K | Buy |
11,405
+1,050
| +10% | +$26.1K | 0.09% | 114 |
|
|
2024
Q1 | $241K | Buy |
+10,355
| New | +$241K | 0.08% | 123 |
|
|
2023
Q4 | – | Sell |
-13,367
| Closed | -$297K | – | 133 |
|
|
2023
Q3 | $297K | Buy |
13,367
+1,715
| +15% | +$38.1K | 0.12% | 94 |
|
|
2023
Q2 | $287K | Buy |
+11,652
| New | +$287K | 0.11% | 107 |
|