CWA
XYZ
Canvas Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,863
| Closed | -$210K | – | 213 |
|
|
2025
Q1 | $210K | Buy |
+3,863
| New | +$210K | 0.05% | 170 |
|
|
2023
Q1 | – | Sell |
-3,440
| Closed | -$248K | – | 160 |
|
|
2022
Q4 | $248K | Sell |
3,440
-2,270
| -40% | -$164K | 0.1% | 126 |
|
|
2022
Q3 | $340K | Sell |
5,710
-24,666
| -81% | -$1.47M | 0.14% | 90 |
|
|
2022
Q2 | $1.87M | Buy |
30,376
+814
| +3% | +$50K | 0.75% | 34 |
|
|
2022
Q1 | $3.03M | Buy |
29,562
+21,443
| +264% | +$2.19M | 1.1% | 20 |
|
|
2021
Q4 | $1.31M | Buy |
8,119
+7,139
| +728% | +$1.15M | 0.47% | 51 |
|
|
2021
Q3 | $235K | Buy |
+980
| New | +$235K | 0.1% | 108 |
|