Canvas Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Canvas Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	BUY	$64.84 - $78.27 $31,836 - $38,430	491 Added 7.18%	7,333 $569,000
Q3 2023 Oct 24, 2023	BUY	$68.54 - $75.91 $25,565 - $28,314	373 Added 5.77%	6,842 $473,000
Q2 2023 Jul 25, 2023	SELL	$67.49 - $73.03 $134 - $146	-2 Reduced 0.03%	6,469 $472,000
Q1 2023 Apr 28, 2023	SELL	$66.27 - $75.04 $57,058 - $64,609	-861 Reduced 11.74%	6,471 $452,000
Q4 2022 Jan 23, 2023	SELL	$62.09 - $71.89 $7,637 - $8,842	-123 Reduced 1.65%	7,332 $0
Q3 2022 Oct 28, 2022	BUY	$62.15 - $74.82 $54,070 - $65,093	870 Added 13.21%	7,455 $495,000
Q2 2022 Jul 25, 2022	BUY	$62.75 - $78.76 $413,208 - $518,634	6,585 New	6,585 $426,000

1,410

341M

130K

26.6K

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