APWA
Atlas Private Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-555
| Closed | -$57K | – | 150 |
|
|
2021
Q3 | $57K | Sell |
555
-314
| -36% | -$32.2K | 0.03% | 222 |
|
|
2021
Q2 | $89K | Sell |
869
-100
| -10% | -$10.2K | 0.05% | 174 |
|
|
2021
Q1 | $96K | Sell |
969
-185
| -16% | -$18.3K | 0.05% | 168 |
|
|
2020
Q4 | $112K | Sell |
1,154
-50
| -4% | -$4.85K | 0.08% | 139 |
|
|
2020
Q3 | $111K | Sell |
1,204
-200
| -14% | -$18.4K | 0.09% | 134 |
|
|
2020
Q2 | $123K | Buy |
+1,404
| New | +$123K | 0.11% | 130 |
|