CWA
XYZ

Canvas Wealth Advisors’s Block Inc XYZ Stock Holding History

Canvas Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$210K Buy
2023
Q1 		– Sell
2022
Q4 		$248K Sell
2022
Q3 		$340K Sell
2022
Q2 		$1.87M Buy
2022
Q1 		$3.02M Buy
2021
Q4 		$1.31M Buy
2021
Q3 		$235K Buy