CWA
Canvas Wealth Advisors’s Smith & Nephew SNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,230
| Closed | -$588K | – | 134 |
|
|
2023
Q3 | $588K | Sell |
26,230
-19,435
| -43% | -$436K | 0.24% | 58 |
|
|
2023
Q2 | $1.4M | Sell |
45,665
-25,614
| -36% | -$788K | 0.52% | 38 |
|
|
2023
Q1 | $2.31M | Sell |
71,279
-19,434
| -21% | -$629K | 0.97% | 24 |
|
|
2022
Q4 | $2.54M | Sell |
90,713
-17,901
| -16% | -$501K | 1.06% | 21 |
|
|
2022
Q3 | $2.59M | Buy |
108,614
+2,355
| +2% | +$56.2K | 1.1% | 22 |
|
|
2022
Q2 | $2.97M | Buy |
106,259
+11,538
| +12% | +$322K | 1.19% | 19 |
|
|
2022
Q1 | $3.08M | Buy |
94,721
+24,788
| +35% | +$806K | 1.12% | 19 |
|
|
2021
Q4 | $2.42M | Buy |
69,933
+11,949
| +21% | +$414K | 0.87% | 30 |
|
|
2021
Q3 | $1.99M | Buy |
57,984
+9,437
| +19% | +$324K | 0.81% | 34 |
|
|
2021
Q2 | $2.11M | Buy |
48,547
+2,918
| +6% | +$127K | 0.95% | 28 |
|
|
2021
Q1 | $1.76M | Buy |
+45,629
| New | +$1.76M | 1.03% | 27 |
|