Canvas Wealth Advisors, LLC HEALTHCARE RLTY TR Transaction History

Canvas Wealth Advisors, LLC

  • $308 Million
  • Q1 2024
Number of Shares
68,339
Previous 77,362 11.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
N/A
-9,023 Reduced 11.66%
68,339 $0
Q4 2023

Jan 17, 2024
SELL
N/A
-6,133 Reduced 7.35%
77,362 $0
Q3 2023

Oct 24, 2023
BUY
N/A
10,654 Added 14.63%
83,495 $0
Q2 2023

Jul 25, 2023
BUY
N/A
18,338 Added 33.65%
72,841 $0
Q1 2023

Apr 28, 2023
BUY
N/A
9,578 Added 21.32%
54,503 $0
Q4 2022

Jan 23, 2023
SELL
N/A
-1,935 Reduced 4.13%
44,925 $0
Q3 2022

Oct 28, 2022
BUY
N/A
46,860 New
46,860 $924,000
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email