APWA
Atlas Private Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
14,799
-2,352
| -14% | -$312K | 0.25% | 56 |
|
|
2025
Q1 | $2.3M | Buy |
17,151
+2,022
| +13% | +$272K | 0.32% | 46 |
|
|
2024
Q4 | $1.99M | Sell |
15,129
-3,142
| -17% | -$413K | 0.28% | 52 |
|
|
2024
Q3 | $2.47M | Sell |
18,271
-589
| -3% | -$79.6K | 0.36% | 38 |
|
|
2024
Q2 | $2.28M | Buy |
18,860
+8,615
| +84% | +$1.04M | 0.37% | 37 |
|
|
2024
Q1 | $1.26M | Sell |
10,245
-10,268
| -50% | -$1.26M | 0.42% | 33 |
|
|
2023
Q4 | $2.4M | Sell |
20,513
-2,486
| -11% | -$291K | 0.45% | 29 |
|
|
2023
Q3 | $2.48M | Sell |
22,999
-2,873
| -11% | -$309K | 0.47% | 34 |
|
|
2023
Q2 | $2.93M | Buy |
25,872
+12,235
| +90% | +$1.39M | 0.59% | 28 |
|
|
2023
Q1 | $1.6M | Sell |
13,637
-643
| -5% | -$75.3K | 0.74% | 23 |
|
|
2022
Q4 | $1.72M | Sell |
14,280
-617
| -4% | -$74.4K | 0.92% | 18 |
|
|
2022
Q3 | $1.6M | Buy |
14,897
+2
| +0% | +$214 | 0.96% | 19 |
|
|
2022
Q2 | $1.75M | Sell |
14,895
-1,298
| -8% | -$153K | 1.05% | 20 |
|
|
2022
Q1 | $2.08M | Sell |
16,193
-84
| -0.5% | -$10.8K | 0.92% | 25 |
|
|
2021
Q4 | $2M | Buy |
16,277
+52
| +0.3% | +$6.37K | 0.92% | 32 |
|
|
2021
Q3 | $1.86M | Sell |
16,225
-424
| -3% | -$48.6K | 0.97% | 22 |
|
|
2021
Q2 | $1.94M | Sell |
16,649
-3,124
| -16% | -$364K | 1.05% | 20 |
|
|
2021
Q1 | $2.26M | Sell |
19,773
-102
| -0.5% | -$11.6K | 1.26% | 20 |
|
|
2020
Q4 | $1.91M | Sell |
19,875
-1,477
| -7% | -$142K | 1.28% | 16 |
|
|
2020
Q3 | $1.74M | Sell |
21,352
-745
| -3% | -$60.7K | 1.45% | 14 |
|
|
2020
Q2 | $1.78M | Buy |
+22,097
| New | +$1.78M | 1.59% | 15 |
|