APWA
Atlas Private Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
4,560
+508
| +13% | +$31.3K | 0.04% | 166 |
|
|
2025
Q1 | $233K | Sell |
4,052
-801
| -17% | -$46.1K | 0.03% | 166 |
|
|
2024
Q4 | $278K | Buy |
+4,853
| New | +$278K | 0.04% | 138 |
|
|
2021
Q4 | – | Sell |
-2,535
| Closed | -$141K | – | 182 |
|
|
2021
Q3 | $141K | Sell |
2,535
-167
| -6% | -$9.29K | 0.07% | 152 |
|
|
2021
Q2 | $151K | Buy |
2,702
+182
| +7% | +$10.2K | 0.08% | 130 |
|
|
2021
Q1 | $135K | Sell |
2,520
-701
| -22% | -$37.6K | 0.08% | 135 |
|
|
2020
Q4 | $168K | Buy |
3,221
+43
| +1% | +$2.24K | 0.11% | 116 |
|
|
2020
Q3 | $154K | Sell |
3,178
-1,051
| -25% | -$50.9K | 0.13% | 111 |
|
|
2020
Q2 | $196K | Buy |
+4,229
| New | +$196K | 0.17% | 109 |
|