APWA
Atlas Private Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,892
| Closed | -$143K | – | 312 |
|
|
2021
Q3 | $143K | Hold |
1,892
| – | – | 0.07% | 150 |
|
|
2021
Q2 | $143K | Sell |
1,892
-8
| -0.4% | -$605 | 0.08% | 137 |
|
|
2021
Q1 | $139K | Hold |
1,900
| – | – | 0.08% | 133 |
|
|
2020
Q4 | $140K | Sell |
1,900
-10
| -0.5% | -$737 | 0.09% | 124 |
|
|
2020
Q3 | $130K | Sell |
1,910
-200
| -9% | -$13.6K | 0.11% | 123 |
|
|
2020
Q2 | $139K | Buy |
+2,110
| New | +$139K | 0.12% | 122 |
|