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Canvas Wealth Advisors’s Towne Bank TOWN Stock Holding History

Canvas Wealth Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,110
Closed -$348K – 157
2023
Q4 		$348K Sell
12,110
-918
-7% -$26.4K 0.13% 92
2023
Q3 		$287K Buy
13,028
+4,250
+48% +$93.6K 0.12% 98
2023
Q2 		$227K Buy
+8,778
New +$227K 0.08% 120