APWA
Atlas Private Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,643
| Closed | -$285K | – | 171 |
|
|
2024
Q3 | $285K | Buy |
2,643
+2
| +0.1% | +$215 | 0.04% | 127 |
|
|
2024
Q2 | $270K | Buy |
+2,641
| New | +$270K | 0.04% | 127 |
|
|
2024
Q1 | – | Sell |
-2,557
| Closed | -$248K | – | 123 |
|
|
2023
Q4 | $248K | Sell |
2,557
-15
| -0.6% | -$1.45K | 0.05% | 141 |
|
|
2023
Q3 | $222K | Sell |
2,572
-14
| -0.5% | -$1.21K | 0.04% | 168 |
|
|
2023
Q2 | $247K | Buy |
+2,586
| New | +$247K | 0.05% | 160 |
|