APWA
Atlas Private Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-177
| Closed | -$7K | – | 180 |
|
|
2021
Q3 | $7K | Hold |
177
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $7K | Hold |
177
| – | – | ﹤0.01% | 511 |
|
|
2021
Q1 | $7K | Sell |
177
-1,579
| -90% | -$62.4K | ﹤0.01% | 535 |
|
|
2020
Q4 | $68K | Hold |
1,756
| – | – | 0.05% | 185 |
|
|
2020
Q3 | $65K | Hold |
1,756
| – | – | 0.05% | 176 |
|
|
2020
Q2 | $64K | Buy |
+1,756
| New | +$64K | 0.06% | 177 |
|