APWA
Atlas Private Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
8,392
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $368K | Sell |
8,392
-366
| -4% | -$16.1K | 0.05% | 130 |
|
|
2024
Q4 | $380K | Buy |
+8,758
| New | +$380K | 0.05% | 116 |
|
|
2021
Q4 | – | Sell |
-2,316
| Closed | -$104K | – | 181 |
|
|
2021
Q3 | $104K | Buy |
2,316
+448
| +24% | +$20.1K | 0.05% | 169 |
|
|
2021
Q2 | $84K | Hold |
1,868
| – | – | 0.05% | 180 |
|
|
2021
Q1 | $81K | Sell |
1,868
-650
| -26% | -$28.2K | 0.05% | 184 |
|
|
2020
Q4 | $109K | Sell |
2,518
-684
| -21% | -$29.6K | 0.07% | 147 |
|
|
2020
Q3 | $131K | Sell |
3,202
-157
| -5% | -$6.42K | 0.11% | 122 |
|
|
2020
Q2 | $134K | Buy |
+3,359
| New | +$134K | 0.12% | 123 |
|