APWA
Atlas Private Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
4,006
-5
| -0.1% | -$417 | 0.04% | 147 |
|
|
2025
Q1 | $307K | Sell |
4,011
-846
| -17% | -$64.7K | 0.04% | 140 |
|
|
2024
Q4 | $372K | Buy |
4,857
+535
| +12% | +$41K | 0.05% | 118 |
|
|
2024
Q3 | $341K | Buy |
4,322
+449
| +12% | +$35.4K | 0.05% | 114 |
|
|
2024
Q2 | $290K | Buy |
+3,873
| New | +$290K | 0.05% | 123 |
|
|
2023
Q4 | – | Sell |
-3,508
| Closed | -$223K | – | 163 |
|
|
2023
Q3 | $223K | Sell |
3,508
-325
| -8% | -$20.6K | 0.04% | 167 |
|
|
2023
Q2 | $254K | Buy |
+3,833
| New | +$254K | 0.05% | 156 |
|
|
2023
Q1 | – | Sell |
-27,377
| Closed | -$1.64M | – | 133 |
|
|
2022
Q4 | $1.64M | Buy |
+27,377
| New | +$1.64M | 0.87% | 20 |
|
|
2021
Q4 | – | Sell |
-2,317
| Closed | -$162K | – | 178 |
|
|
2021
Q3 | $162K | Sell |
2,317
-290
| -11% | -$20.3K | 0.08% | 143 |
|
|
2021
Q2 | $184K | Buy |
2,607
+517
| +25% | +$36.5K | 0.1% | 120 |
|
|
2021
Q1 | $140K | Buy |
2,090
+131
| +7% | +$8.78K | 0.08% | 132 |
|
|
2020
Q4 | $126K | Buy |
1,959
+5
| +0.3% | +$322 | 0.08% | 129 |
|
|
2020
Q3 | $113K | Buy |
1,954
+101
| +5% | +$5.84K | 0.09% | 132 |
|
|
2020
Q2 | $102K | Buy |
+1,853
| New | +$102K | 0.09% | 143 |
|