APWA
Atlas Private Wealth Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$38K | – | 252 |
|
|
2021
Q3 | $38K | Hold |
3,000
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $35K | Hold |
3,000
| – | – | 0.02% | 271 |
|
|
2021
Q1 | $40K | Hold |
3,000
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $35K | Hold |
3,000
| – | – | 0.02% | 262 |
|
|
2020
Q3 | $33K | Hold |
3,000
| – | – | 0.03% | 250 |
|
|
2020
Q2 | $31K | Buy |
+3,000
| New | +$31K | 0.03% | 260 |
|